U.S. federal trademark · Serial No. 99345452 · Reg. No. 8186151
Software as a service (SAAS) services featuring software for insurance agent onboarding and validation of credentials; Software as a service (SAAS) services featuring software for validation of insurance agent credentials to sell products and services; Software as a service (SAAS) services featuring software for validating contracting, licensing, education and training, appointment, and registration of insurance agents; Software as a service (SAAS) services featuring software for validating insurance agent licensure, appointment, registration, education, and mandated training for determining clearance to sell insurance products and services; Software as a service (SAAS) services featuring software for the financial services, brokerage, and insurance industries for risk and compliance management, analysis, assessment, reporting and task assignment, and regulatory change management
Business auditing; Business consulting services in the field of securities brokerage; Providing an on-line computer database featuring trade information in the field of financial securities compliance; Providing an on-line computer database featuring trade information in the field of regulatory compliance
Training services in the field of securities brokerage; Educational services, namely, providing continuing professional education courses in the field of regulatory and compliance training for the financial, insurance and brokerage industries; Educational services, namely, providing continuing professional education courses in the field of financial, insurance and brokerage industries to insurance agents and insurance brokers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.