U.S. federal trademark · Serial No. 99532392
Business management consulting and advisory services; Business management consulting services in the field of financial advisory, wealth management, and retirement planning services; Business management consulting services in the field of administration of business engaged in financial advisory, wealth management, and retirement planning services; Tax and taxation planning, advice, information and consultancy services
Education services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial advisory, wealth management, and retirement planning services
Financial advisory and consultancy services, namely, wealth management services; financial planning and investment advisory services; insurance and financial information and consultancy services; financial services, namely, estate settlement services; Trust services, namely, investment and trust company services; Financial trust planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.