U.S. federal trademark · Serial No. 97770307 · Reg. No. 7261924
Educational services, namely, providing continuing professional education programs, workshops, and non-downloadable webinars in the fields of practice management, business development, business management, client management, and marketing, all for use by investment advisors and financial services professionals
Consultation services, namely, providing financial information in the fields of finance, investment and investment management, financial markets, and financial planning for use by investment advisors and financial services professionals
Business consultancy and advisory services, namely, providing business information in the fields of business practice management, business management, and client management in the nature of customer relationship management, and marketing for use by investment advisors and financial services professionals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.