U.S. federal trademark · Serial No. 98075523 · Reg. No. 8264170
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, wealth management services; Insurance brokerage; Investment advisory services; Investment management in the fields of stocks, bonds, options, commodities, futures and other securities, mutual funds, and retirement plans and trust; Investment management of and distribution of annuities; Mutual fund brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.