U.S. federal trademark · Serial No. 98668250 · Reg. No. 7805442
providing temporary use of on-line non-downloadable computer software, web-based software applications, and platform as a service (PAAS) services featuring computer software platforms, all for use by financial professionals to assess wealth management opportunities and growth potential of their tax books by reviewing investment assets and revenue projections; software as a service (SAAS) services featuring software for use by financial professionals to assess wealth management opportunities and growth potential of their tax books by reviewing investment assets and revenue projections
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.