U.S. federal trademark · Serial No. 86501811 · Reg. No. 4994150
Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment products and services for purposes of promoting, managing, analyzing, tracking, organizing, supervising, targeting, and structuring marketing related sales campaigns, investment data, investment advisor data, investment strategies, and investment reports
Platform as a service (PAAS) featuring a multi-functional computer software platform for providing access to documents, information, data, technology services and content related to financial and investment products and services, investment related trends, and advisor information for purposes of analyzing, tracking, and targeting investment advisor data, advisor investment behavior, client demographic information, investment strategies, investment reports, and third party data to enable users to market, promote, manage, analyze, track, organize, supervise, target, and structure marketing related sales campaigns
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.