U.S. federal trademark · Serial No. 76495138 · Reg. No. 3403949
Financial services and consultation for accounting and legal professionals and their respective clients, namely, securities brokerage and dealer services, investment brokerage services, securities and financial consultation and management, insurance brokerage and administration, estate planning, risk management, and financial analysis and consultation in the field of retirement planning and wealth care management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.