U.S. federal trademark · Serial No. 77844487 · Reg. No. 3765684
Private wealth management services; investment advisory services; investment management; financial planning for retirement; estate planning; philanthropic services concerning monetary donations; financial services, namely, qualified plan consulting; credit consultation
[ Tax planning; tax preparation ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.