Trademark Overview
On Wednesday, May 27, 2026, a trademark application was filed for CLIENTWORKS with the United States Patent and Trademark Office. The USPTO has given the CLIENTWORKS trademark a serial number of 99848166. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, May 27, 2026. This trademark is owned by LPL Financial LLC. The CLIENTWORKS trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:
Downloadable computer software for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies; downloadable computer software for providing access to documents, information, data, technology services and content related to financial and investment services, including advice, investments and potential investments, investment strategies and potential investment strategies, clients and potential clients, advisors and potential advisors, policies, legal and regulatory requirements, accounts and the maintenance or supervision thereof, shared experiences, and financial or investment research
