U.S. federal trademark · Serial No. 90570470 · Reg. No. 6643543
Computer services, namely, providing an interactive web site that features technology that allows users to consolidate and manage existing accounts with application programming interfaces (APIs) for use in providing financial advice and investment management support
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.