U.S. federal trademark · Serial No. 86182937 · Reg. No. 4604943
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and investment of funds of others; financial planning and investment advisory services; financial retirement plan consulting services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, estate investment planning services and wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.