U.S. federal trademark · Serial No. 97814850 · Reg. No. 7446035
Financial services, namely, investment advisor services; Financial services, namely, wealth management services; Financial asset management, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; Financial asset management for others and financial planning services; Financial asset management for others via investment portfolio and investment model design and financial investment portfolio management by trading and rebalancing portfolios.
Educational services, namely, the provision of life coaching and instruction in the field of life choices, stewardship, and purpose giving.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.