U.S. federal trademark · Serial No. 77524146 · Reg. No. 3864990
Financial services software, namely, software for accessing and reviewing financial documents and for creating financial spreadsheets and financial calculators used in financial review and personal financial planning
Financial services, namely, personal financial planning and investment consulting advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.