U.S. federal trademark · Serial No. 99101378
Investment consultation; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, wealth management services; Financial planning; Banking services; Insurance brokerage services; Insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.