U.S. federal trademark · Serial No. 99409672 · Reg. No. 8321526
Financial and investment services, namely, wealth management services 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 services; Estate planning; insurance administration services; 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.