U.S. federal trademark · Serial No. 99089461
Legal compliance auditing of financial services professionals and businesses; Regulatory compliance auditing of financial services professionals and businesses; Tracking and monitoring regulatory requirements in the field of financial services; Legal advisory services in the fields of estate planning, business succession, and business risk management; Security risk assessments for businesses; Licensing of software for financial planning and business management; Licensing of proprietary technology for use in financial planning and business management; Licensing of computer programs for use in management of businesses in the field of financial services
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