U.S. federal trademark · Serial No. 90672385 · Reg. No. 6700276
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Investment advisory services; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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.