U.S. federal trademark · Serial No. 86577533 · Reg. No. 5079871
Software as a service (SAAS) services, namely, hosting software for use by financial services professionals that collects and sorts personal financial data specific to a particular client or individual and allows for the formulation of financial planning options based on specific answers to questions and data provided by clients
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.