U.S. federal trademark · Serial No. 90730503 · Reg. No. 6944478
Online non-downloadable computer software, web applications, and computer software platforms in the field of financial services for advisor support, filing forms and for collecting, analyzing, organizing, storing and transmitting data and information in connection with providing retirement planning, investment management services, and securities trading
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.