U.S. federal trademark · Serial No. 97368595 · Reg. No. 7021004
Providing a web-based service featuring technology that enables users, specifically financial advisors, to gather financial asset account information for their clients and prospective clients and enables users to provide financial asset account information, including account description, name, type, balance, number, owner and beneficiary information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.