U.S. federal trademark · Serial No. 90004736 · Reg. No. 6640252
Downloadable computer software platforms for review, management and provision of information regarding wealth, financial status and insurance policies; Downloadable software in the nature of a mobile application for review, management and provision of information regarding wealth, financial status and insurance policies
Financial consultancy and insurance consultancy; Financial information and advisory services; Financial planning; Insurance agencies; Insurance claims processing; Insurance consultation; Strategic financial advisory services; Financial services, namely, wealth management services; Issuance and administration of annuities; Providing insurance information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.