U.S. federal trademark · Serial No. 99551182 · Reg. No. 8409408
Educational services, namely, providing classes, courses, seminars, and non-downloadable webinars in the fields of finance, lending, investments, asset management, and financial advisory services, and distribution of course and educational materials in connection therewith; Providing online non-downloadable electronic publications in the nature of blogs, brochures, slide decks, and white papers being research reports in the field of finance, lending, investments, asset management, and financial advisory services; providing online non-downloadable articles in the field of finance, lending, investments, asset management, and financial advisory services
Software as a service (SAAS) services featuring software for managing, viewing, and transacting investments, viewing investment portfolios, and managing, viewing, uploading, downloading, and sharing investment documents, tax documents, financial statements, and legal documents; Providing temporary use of on-line non-downloadable software for managing, viewing, and transacting investments, viewing investment portfolios, and managing, viewing, uploading, downloading, and sharing investment documents, tax documents, financial statements, and legal documents
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.