WEALTHGUIDE
Mark Identification

WEALTHGUIDE

Serial Number

77568321

Filing Date

Sep 11, 2008

Registration Date

Jun 8, 2010

Trademark by

ADVISOR360 LLC

Active Trademark

Classification Information

Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives

Insurance and Financial

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

Computer and Scientific