U.S. federal trademark · Serial No. 85843684 · Reg. No. 4599629
Customer relationship management; billing services in the field of investment-advisor services; invoicing services in the field of investment-advisor services
Creation, design, hosting and maintenance of websites for investment advisors; recording of data for investment advisors on optical, digital and magnetic media for electronic storage; IT integration services for investment advisors; platform as a service (PaaS) featuring computer software platforms for use by investment advisors in trading
Providing a customizable Internet website portal in the field of investment-advisory services; providing an internet website featuring investment data for investment advisors for use in auditing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.