U.S. federal trademark · Serial No. 99374721 · Reg. No. 8204934
Financial planning; Financial planning consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Estate planning; Financial planning, namely, business acquisition and sale planning, cash flow analysis, and family governance for multi-generational financial succession
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.