U.S., Dec. 24 -- An application to own the trademark for 'AUGMENTED ADVICE' has been filed on Mar. 19, 2025.
Owner(s):
Apex Fintech Solutions LLC; 141 West Jackson Blvd., Suite 500, ILLINOIS
Goods and/or Services:
For: Providing registered investment advisors with on-line non-downloadable software for manual and automated portfolio rebalancing, customer account opening, sub-advising being financial portfolio management, direct indexing of financial assets, data aggregation, customer relationship management, appointment scheduling tools, financial clearing, transferring custody of digital assets, account interfacing, investment model selection, investment model evaluation, trading of securities, fee billing management, and client prospec...