U.S. federal trademark · Serial No. 90644641 · Reg. No. 6853774
Platform as a service (PAAS) featuring proprietary on-line platform that provides investment advice through the recommendation of registered investment advisers and investment adviser groups; Providing a website wherein investors can input specific information about their unique investment goals and circumstances to compare the services of recommended investment advising professionals
Providing consumer information about professional financial and investment consultants via a web-based platform
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.