U.S. federal trademark · Serial No. 86628097 · Reg. No. 5675532
Providing an on-line searchable database in the field of customer relationship management, for use by professional advisers and service providers in the fields of insurance, wealth management and legal services and their current and potential clients, to help match clients with professionals having corresponding needs and expertise, and to permit users to manage their professional relationships
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.