U.S. federal trademark · Serial No. 76189232 · Reg. No. 2737780
Financial services provided to investment advisors, namely, custody of assets, securities trading, research on money managers, investment performances reporting, and asset allocation tools in the nature of online, interactive [ financial calculators and ] questionnaires for use in financial [ planning and ] analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.