U.S. federal trademark · Serial No. 88217974
Financial services, namely, investment advisory, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, fixed and variable insurance products, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies; insurance services, namely, brokerage and dealer services in the field of insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.