U.S. federal trademark · Serial No. 90521206
Providing investment brokerage, financial clearing-houses and financial custody services to investment advisors, family offices, advisory firms and financial institutions, namely, account opening and funding, trading order management and processing, clearing and settlement, model management, risk analytics, portfolio insights, cash management, financial performance and client credit reporting; lending and banking solutions, a variety of proprietary intellectual capital services, and practice management services, namely, securities lending, real estate lending, capital investment, and venture capital fund management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.