U.S. federal trademark · Serial No. 77457152 · Reg. No. 3569363
Investment management services, namely, wealth management; financial planning; financial planning for retirement; estate planning; financial charitable planning, namely, developing and managing charitable giving programs for others; financial portfolio management featuring portfolio diversification; insurance programs, namely, life insurance , disability insurance, long-term care insurance, and health insurance underwriting and subrogation; and tax management featuring tax-advantaged investments and accounts, and tax-deferred strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.