U.S. federal trademark · Serial No. 98304972 · Reg. No. 7556766
Financial advisory and consultancy services, namely, investment planning, estate planning, insurance planning, tax planning; Financial planning, namely, comprehensive financial planning for individuals; Financial risk management consultation; Investment brokerage; Investment consultation; Investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.