U.S. federal trademark · Serial No. 88959776
Financial services, namely, wealth management services, asset allocation, financial, pension and retirement planning, consulting, portfolio management and general wealth consulting
Providing temporary on-line use of non-downloadable software for monitoring of account positions, balances, execution and clearing fees, applicable taxes, new account opening and documentation pertinent to the account information in the field of wealth management
Downloadable mobile application for monitoring of account positions, balances, execution and clearing fees, applicable taxes, new account opening and documentation pertinent to the accounts. in the field of wealth management; Downloadable computer software for monitoring of account positions, balances, execution and clearing fees, applicable taxes, new account opening and documentation pertinent to the accounts in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.