U.S. federal trademark · Serial No. 87375624 · Reg. No. 5504178
Providing an online portal for investment management, financial management services, and financial planning services
Providing an online portal for financial document management services; and business administration services, namely, regulatory submission management in the nature of filing and preparing financial and investment regulatory compliance documents and reports
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.