U.S. federal trademark · Serial No. 97884708 · Reg. No. 7763006
Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, retirement planning, and advisory services
Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith
Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.