U.S. federal trademark · Serial No. 90410811 · Reg. No. 6616844
Financial advisory and planning services, namely, wealth management services and investment management services; financial advisory and planning services, namely, financial consultation to businesses in the financial areas of business continuation, business succession, and retirement planning; insurance consulting and brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.