U.S. federal trademark · Serial No. 78042778 · Reg. No. 2649401
Providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans including educational software in the field of financial planning; Providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals
Providing a website featuring financial planning information and featuring website links to other content providers in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.