U.S. federal trademark · Serial No. 99179780 · Reg. No. 8054161
Accounting services; Tax preparation; Financial auditing; Bookkeeping; Tax advisory services
Fiduciary services, namely, fiduciary representative services; Financial planning; Financial portfolio management; Financial risk assessment services; Financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.