U.S. federal trademark · Serial No. 85657720 · Reg. No. TMA879897
Computer data file management services
Downloadable wealth management software for personal financial planning; downloadable wealth management software to support wealth management professionals
Providing on-line non-downloadable wealth management software for personal financial planning and to support wealth management professionals; Computer data project management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.