CIRCLE OF WEALTH
Computer programs for analyzing financial data and communicating financial principles
Owned by: Moneytrax, Inc.
Serial Number: 78934115
PRIVATE RESERVE STRATEGY
Filed: October 26, 2011
Computer software platforms for communicating financial principles
Owned by: Moneytrax, Inc.
Serial Number: 85457130
PERSONAL ECONOMIC MODEL
Filed: November 12, 2013
Computer application software for personal computers, namely, software for communicating financial principles
Owned by: Moneytrax, Inc.
Serial Number: 86116568
CIRCLE OF WEALTH
Filed: September 16, 2019
Downloadable computer programs for analyzing financial data and communicating financial principles
Owned by: Moneytrax, Inc.
Serial Number: 88618107
EQUITYTRAX
Filed: May 4, 2021
Providing on-line non-downloadable software for use in client presentations by licensed loan officers
Owned by: Moneytrax, Inc.
Serial Number: 90689583
FINANCIAL GPS
Filed: November 18, 2022
Downloadable computer software for producing financial models
Owned by: Moneytrax, Inc.
Serial Number: 97683422
