U.S. federal trademark · Serial No. 86770301
Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to search for qualified investment advisors and assess the advisor's qualifications, obtain fee estimates for specific advisory services, and document the process of selecting an investment advisor to comply with a fiduciary's statutory-based compliance obligations; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.