U.S. federal trademark · Serial No. 88712256 · Reg. No. 6214597
Financial and investment services, namely, financial portfolio management services, financial planning services, investment management services; Investment advisory services, namely, Registered Investment Advisor (RIA) services; Providing an internet website portal in the field of financial and investment services and financial portfolio management
Platform as a service (PAAS) featuring computer software platforms for use in providing wealth management advisors end client financial information; Platform as a service (PAAS) featuring computer software platforms for connecting wealth management advisors and clients
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.