WEALTHGUIDE Trademark
WEALTHGUIDE is a USPTO trademark filed by ADVISOR360, LLC. Status: Registered.
Trademark Facts
| Mark | WEALTHGUIDE |
|---|---|
| Serial Number | 77568321 |
| Registration Number | 3800329 |
| Status | Registered |
| Filing Date | 2008-09-11 |
| Registration Date | 2010-06-08 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services), 042 (Software & IT) |
| Owner | ADVISOR360, LLC |
Goods & Services
Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives | Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location