U.S. federal trademark · Serial No. 50127738
Downloadable software that manages financial information and advice for use by financial advisors and financial planning companies, and not by health insurance companies, for managing financial information and making financial investment decisions, and not for use in making healthcare or medical decisions.
Financial planning and investment advisory services.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.