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FOUNDATIONAL PLANNING

88128720 | Trademark citeCite Docket

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Filed Sept. 24, 2018
Serial No. 88128720
Registered Feb. 16, 2021
Registration No. 6,273,246
Class software as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services; 100; 101
FOUNDATIONAL PLANNING
Case Type Service mark
Status Registered. The registration date is used to determine when post-registration maintenance documents are due.
Last Updated: 1 day, 14 hours ago
Filing Date # Docket Text
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