U.S. federal trademark · Serial No. 98737841 · Reg. No. 8297447
Providing temporary use of on-line non-downloadable computer software, web-based software applications, and platform as a service (PaaS) services featuring computer software platforms, all for use by financial professionals, specifically for providing technological assistance, compliance guidance and custodial solutions to support Registered Investment Advisors (RIAs); software as a service (SaaS) featuring software for use by financial professionals, specifically for providing technological assistance, compliance guidance and custodial solutions to support Registered Investment Advisors (RIAs).
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.