U.S. federal trademark · Serial No. 97755801 · Reg. No. 7545784
Financial planning and investment advisory services, namely, investment advice, investment management, wealth management, investment planning, and retirement and protection planning services; strategic financial advisory and consulting services, namely, providing wealth management and retirement and protection planning for individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.