U.S. federal trademark · Serial No. 99826353
Downloadable computer software for wealth management; Downloadable computer application software for mobile phones, namely, software for wealth management
Legal services; Legal advice; Legal consultancy services; Legal support services; Legal information services; Legal drafting; Legal document preparation
Software as a service (SAAS) services featuring software for wealth management; Providing temporary use of online non-downloadable computer software for wealth management
Tax and taxation planning, advice, information and consultancy services; Tax preparation services provided via telephone, the Internet, and in-person; Tax filing services; Accountancy services; Accounting consultation; Accounting advisory services; Consulting and information concerning accounting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.