U.S. federal trademark · Serial No. 98599950 · Reg. No. 7730665
Software as a service services featuring software for providing secure document storage and sharing for research, reporting, planning, consultation, education, and mentoring, for the integration of finance, business, investments, and holistic strategic development for personal, institutional, and generational life planning, all of the foregoing in the field of finance.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.