U.S. federal trademark · Serial No. 86725962 · Reg. No. 4967871
Computer software consulting in fields of investment adviser services management and reporting, digital telephone systems, investment adviser tools, secure and redundant backup systems; technological consulting regarding computer hardware systems in fields of investment adviser services management and reporting, digital telephone systems, investment adviser tools, secure and redundant backup systems
Investment advisory services; financial portfolio management
Business management consulting for investment adviser professionals; compliance monitoring for investment adviser professionals to ensure compliance with federal and state regulations for account auditing purposes; business marketing services for registered investment advisers; business succession planning for investment adviser professionals; back office services for investment advisor professionals, namely, audit support document review and submission, marketing, cashiering in the form of bookkeeping and bill paying, and portfolio account reconciliation on behalf of others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.