U.S. federal trademark · Serial No. 88456716 · Reg. No. 6137373
Electronic financial trading services; Financial information provided by electronic means
Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, access to strategies and financial models, wealth planning, financial performance reporting and advisory billing features
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.