U.S. federal trademark · Serial No. 87064621 · Reg. No. 5337955
Financial services, namely, financial planning and wealth management services; Investment management services; 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 asset management services; Financial life planning, namely, financial planning based on the client's clarified goals and values
Providing a website featuring resources, namely, non-downloadable publications in the nature of articles, blog posts, commentary, and non-downloadable videos all on the subject of financial and investment management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.