U.S. federal trademark · Serial No. 90341037 · Reg. No. 7183401
Fiduciary compliance consulting, namely, consulting in the field of federal regulations governing investment advisory activities
Software as a service (SAAS) services featuring software for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans; Platform as a service (PAAS) featuring computer software platforms for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans
Fiduciary services, namely, fiduciary representative services; outsource service provider of financial administration of retirement plan services for 401K retirement and investment plans; consulting services in the field of retirement plan investment; financial planning for retirement; financial services, namely, financial administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash and other types of financial investments in retirement plans; outsource service provider in the field of financial administration of retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.