CLIENT RESOURCE CENTER Trademark
Serial Number: 86770297 • Registration: 4934392
Trademark Classes
Owner Contact Info
Trademark Details
Filing Date
September 28, 2015
Registration Date
April 5, 2016
First Use Anywhere
January 1, 2009
First Use in Commerce
January 1, 2009
Cancellation Date
October 21, 2022
Goods & Services
Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to access white papers, statutes, regulations, advisory opinions, field assistance bulletins, and other compliance document in the field of retirement planning, and which provides real-time browser-based dashboard displays of news-based retirement planning information, user-generated financial reports, and links to provide access to a client's stored financial and retirement plan documents; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans
