U.S. federal trademark · Serial No. 99295908
Financial and investment services, namely, wealth management, investment advisory, asset management, portfolio management, financial planning and consultation, financial research, financial information services, and advisory services related to private placement life insurance, all for high net worth individuals and qualified purchasers; investment management, namely, providing separate account investment management services for insurance policyholders
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.