U.S. federal trademark · Serial No. 98817237 · Reg. No. 7913800
Financial and investment services, namely, advising and consulting in the field of real estate and securities; real estate advisory and consultancy services, namely, locating and providing securitized real estate investments; real estate advisory and consultancy services, namely, locating and arranging investments eligible for 1031 exchange including Delaware Statutory Trusts; financial portfolio management in the field of alternative investments, namely, interval funds, private real estate funds, private equity and private credit funds, qualified opportunity zones, business development companies, and REITs; wealth management and investment advisory services for traditional products, namely, stocks, bonds, exchange-traded funds, and mutual funds.
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