U.S. federal trademark · Serial No. 90398622
Financial planning and investment advisory services; Insurance risk management; Investment advisory services; Investment management; Financial risk management; 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 services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.