U.S. federal trademark · Serial No. 99718380
Platform as a service (PAAS) featuring computer software platforms for use in locating, managing and consolidating 401k retirement and investment plans; Providing temporary use of on-line non-downloadable computer software and providing online non-downloadable computer software platforms in the field of financial services, namely, for investment management and consolidation, investment tracking, and investment portfolio management; Providing temporary use of online non-downloadable interactive investment account management software
Financial services, namely, assisting individuals with locating, establishing and managing retirement savings accounts, the foregoing expressly excluding lending and real estate activities of any kind
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