U.S. federal trademark · Serial No. 88725040 · Reg. No. 6503057
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to advisors
Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial goal management; Developing a computer network for the purpose of facilitating the creation, marketing, and presentation of financial plans or furthering of financial planning goals; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with financial plans for financial advisors and consumers; Customer technical support services, namely, consulting and customization services for custom integration of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment, financial planning, and information aggregation services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.