U.S. federal trademark · Serial No. 97315700 · Reg. No. 6931054
Financial advising and wealth management services; investment advice; financial retirement plan consulting services; estate planning consultation; financial services, namely, financial research and information services; professional financial development services in the nature of financial planning, investment management, and wealth management; financial asset management services and turnkey asset management services to others
tax and taxation planning advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.