U.S. federal trademark · Serial No. 99645428
Downloadable computer software for financial management, investment tracking, and providing financial information; Downloadable computer software for managing investment portfolios and redemption of investment products; Downloadable computer software for securely recording, tracking, and managing investment ownership, valuation, and accrued returns; Downloadable digital tokens representing ownership of securities; downloadable blockchain-based digital records for tracking ownership and transfer of securities; downloadable software for managing and verifying ownership of digital securities
Providing temporary use of online non-downloadable computer software applications for financial management, investment tracking, and providing financial information; Providing temporary use of online non-downloadable computer software applications for managing investment portfolios and redemption of investment products; Providing temporary use of a non-downloadable web application for securely recording, tracking, and managing investment ownership, valuation, and accrued returns; Providing temporary use of a non downloadable web application for administration of tokenized structured note programs; Providing temporary use of non-downloadable software for managing, tracking, pricing, reporting, and compliance of digital securities; providing blockchain-based software for enforcing transfer restrictions and investor eligibility for digital securities; software as a service (SaaS) featuring software for administration of tokenized structured note programs
Investment management; Financial management; Providing financial information; Financial services in the nature of an investment security; Investment management in the fields of securities; Issuance and administration of digital securities in the nature of structured notes for accredited and institutional investors; financial asset management services relating to structured note programs backed by digital and tokenized assets; financial investment services involving series-based private offerings of digital notes; providing pricing and investment information relating to digital securities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.