U.S. federal trademark · Serial No. 88882700 · Reg. No. 6624760
Financial services, namely, wealth management services; financial consultation relating to wealth management; financial investment brokerage services for investors who qualify to purchase certain types of securities; financial advisory services for investors who qualify to purchase certain types of securities; financial consultation services relating to Internal Revenue Code Section 1045 on tax deferred qualified small business stock transactions; financial consultation and document preparation relating to Internal Revenue Code Section 1045 on tax deferred qualified small business stock transactions; financial services, namely, financial planning; financial planning
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