U.S. federal trademark · Serial No. 87740227 · Reg. No. TMA1061185
Providing temporary use of on-line non-downloadable software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information relating to financial asset management and financial planning; platform as a service (PAAS) featuring computer software platforms for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information relating to financial asset management and financial planning
Financial asset management consultation; financial planning consultation
Computer software for use by financial professionals for monitoring and transmitting integrated financial planning and asset management information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.