U.S. federal trademark · Serial No. 79410605
Advisory services relating to money management; financial strategy consultancy services; financial planning; analysis of financial reports being financial analysis services; provision of financial information; financial management advisory services; financial advisory services relating to retirement plans.
Computer programs relating to financial matters; computer programs for data processing, namely, downloadable and recorded software for accessing, reading, and tracking information in the field of financial transactions, for analyzing financial data, and for preparing and filing tax forms; none of the aforementioned being provided in relation to telecommunications, instant-messaging or cloud communication services.
Software as a service (SaaS) in relation to financial matters, namely, downloadable and recorded software for accessing, reading, and tracking information in the field of financial transactions, for analyzing financial data, and for preparing and filing tax forms; none of the aforementioned being provided in relation to telecommunications, instant-messaging or cloud communication services.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.