U.S. federal trademark · Serial No. 85387447 · Reg. No. 4227174
Brokerage of stock, mutual funds, exchange traded funds and other securities; Financial analysis, consultation and planning; Financial portfolio management; Financial investment brokerage services, namely, providing portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments; Individual retirement account services; Investment services, namely, asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.