U.S. federal trademark · Serial No. 90756132 · Reg. No. 7523697
Providing online non-downloadable software for collecting, analyzing and organizing data to align clients values, goals and objectives in the field of wealth management, financial advice and investment advice
Wealth management, financial advisory, and investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.