FIDUCIARY FRAMEWORK
Mark Identification

FIDUCIARY FRAMEWORK

Serial Number

87201870

Filing Date

Oct 13, 2016

Registration Date

Mar 27, 2018

Trademark by

EMONEY ADVISOR LLC

Active Trademark

Classification Information

Providing online investment tools, namely, the temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; providing online website customization tools, namely, the temporary use of online non-downloadable software for use by investment advisors in the field of financial management; providing a website that gives investment advisors the ability to create web pages featuring user-defined profiles in the field of financial information

Computer and Scientific

Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; regulatory compliance consulting in the field of investment planning and wealth management

Personal