U.S. federal trademark · Serial No. 97269886 · Reg. No. 7190840
Financial advisory and consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Investment consultancy; Investment management
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.