U.S. federal trademark · Serial No. 87868982 · Reg. No. 5723630
Platform as a service (PAAS) featuring a computer software platform that gives registered investment advisors, broker dealers and family office clients online access to experienced third-party consultants to help with projects related to marketing, risk and regulatory, technology and operations, talent, and strategy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.