U.S. federal trademark · Serial No. 90616580 · Reg. No. 6665118
Downloadable software for financial advisors for use in financial planning, investment advisory and consultation services, and wealth management services; downloadable software in the nature of a mobile application for use in financial planning, investment advisory and consultation services, and wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.