U.S. federal trademark · Serial No. 88794641 · Reg. No. 6141056
Providing temporary use of on-line non-downloadable software for financial planning, financial management, and financial reporting
Providing a website featuring information about financial advisors in the nature of an online business directory featuring financial advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.