U.S. federal trademark · Serial No. 98287917 · Reg. No. 7875158
Financial advisory and consultancy services; Financial analysis and research services; Financial asset management; Financial counseling services, namely, helping others build a better working relationship with their money; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.