U.S. federal trademark · Serial No. 98844557
Financial and investment services, namely, wealth management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Tax planning; Estate planning; Insurance planning; Financial loan consultation
Business consultation services; Business consultation in the fields of corporate structure, lending, employee benefits, mergers, acquisitions, private equity, venture capital, real estate, or valuations; Business consultation services in the fields of employee benefit plans, and executive compensation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.