U.S. federal trademark · Serial No. 87532513 · Reg. No. 5396128
Investment by electronic means; Investment management; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Information, advisory, consultancy and research services relating to finance and investments; Private equity fund investment services; Providing investors with financial information; Providing information and research in the field of finance and financial investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.