U.S. federal trademark · Serial No. 78622282 · Reg. No. 3286873
providing on-line non-downloadable computer software for financial portfolio management, financial valuation, and financial record organization for individual clients, insurance agents and insurance agency personnel; providing information on a website on a global computer network for financial portfolio management, financial valuation and financial records for individual clients, insurance agents and insurance agency personnel
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.