U.S. federal trademark · Serial No. 88872663 · Reg. No. 6184881
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors
Computer services, namely, creating an online virtual environment for the creation, development, of computer software in the field of financial management; developing computer network software for the purpose of facilitating financial planning goals; customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with financial investment planning and other financial services; technological consultation in the field of computer systems, networks and software all of which are provided in connection with financial, investment and personal records and information aggregation services; customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with financial planning and financial, investment and personal records and information aggregation services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.