U.S. federal trademark · Serial No. 99442416 · Reg. No. 8222752
Financial advisory and consultancy services; Financial planning and investment advisory services; Providing an on-line searchable database featuring financial information about private investments; Providing information and research in the field of finance and financial investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Providing a secured-access, members only website featuring technology that gives members the ability to access multiple databases, non-downloadable software and investment brokerage services.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.