THE CONFIDENCE OF FIDUCIARY EXCELLENCE
Mark Identification

THE CONFIDENCE OF FIDUCIARY EXCELLENCE

Serial Number

99598979

Filing Date

Jan 16, 2026

Trademark by

JAMES R. DUFFY

Classification Information

Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for financial planning for retirement, investment planning, risk assessment, audit and audit planning, fiduciary governance, compliance workflows, and fiduciary responsibilities in the field of retirement planning

Computer and Scientific