U.S. federal trademark · Serial No. 77349366 · Reg. No. 3507621
Business management and consulting services for U.S. investment advisors and broker dealers, namely, accounting and regulatory compliance services and related web-based business information management and organization, business planning, namely, calendaring; business reporting; providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; business consultation and management services provided via an online computer website that enables U.S. investment advisors and broker dealers the capability to efficiently manage federal, state and SRO financial, accounting, and regulatory compliance responsibilities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.