U.S. federal trademark · Serial No. 90201117
Providing escrow agent, paying agent, and broker-dealer services to issuers of investment securities and private investors and shareholders; Financial advice; Provision of a financial exchange for the trading of securities, shares, stocks, and options and other derivative products; Financial services, namely, broker/dealer services on securities exchanges; Broker/dealer services in the fields of securities, shares, stocks, and options and other derivative products
Providing software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields investments and finance; Providing software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and information in the fields of investments and finance; Providing software as a service (SAAS) services featuring software for communicating directly with financial services professionals
Downloadable computer software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields investments and finance; Downloadable computer software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and information in the fields of investments and finance; Downloadable computer software for communicating directly with financial services professionals; Downloadable electronic publications, namely, brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance
Educational services, namely, providing conferences, webinars, webcasts, and seminars in the fields of investment and finances; Providing online, non-downloadable electronic publications in the nature of brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance
Electronic transmission for others of securities and financial information via computer linking services, namely, communicating and routing trade information involving orders, entry and execution services, to others via a global computer network
Tax advisory services
Regulatory compliance auditing; Regulatory compliance consulting in the fields of investments and finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.