U.S. federal trademark · Serial No. 98322296 · Reg. No. 7636300
Estate planning; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Public equity investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.