U.S. federal trademark · Serial No. 85777817 · Reg. No. 4760651
Financial planning and investment advisory services, excluding (i) any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940, as amended, and (ii) investment advisory services provided to and/or managing of any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940
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