U.S. federal trademark · Serial No. 99478277 · Reg. No. 8447146
Estate trust management; Estate trust planning; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trust operations; Financial planning consultation; Funds investment; Insurance risk management; Private equity fund investment services; Trust services, namely, investment and trust company services
Shirts; Bottoms as clothing; Tops as clothing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.