U.S. federal trademark · Serial No. 99025312 · Reg. No. 7976111
Platform as a service (PAAS) featuring computer software platforms for use in financial planning services, financial consultation, long-term care planning, and providing information in the field of financial planning; Providing online non-downloadable computer software for use in financial modeling and tracking information in the field of financial planning, wealth management, and retirement planning; Platform as a service (PAAS) featuring computer software platforms for use in financial planning services, financial consultation, long-term care planning, and providing information in the field of financial planning utilizing artificial intelligence; Providing online non-downloadable computer software for use in financial modeling and tracking information in the field of financial planning, wealth management, and retirement planning utilizing artificial intelligence; Platform as a service (PAAS) featuring computer software platforms for use in analysis of insurance coverage
Financial information and advisory services; insurance advisory services in the field of long-term care; Providing information in the field of financial planning, wealth management, and retirement planning for financial advisors, wealth managers, investment managers, financial planners, and retirement plan specialists.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.