U.S. federal trademark · Serial No. 99754844
Financial planning, Financial plan consulting, Financial advice, Financial asset management, Compliance and fiduciary governance services, Third party financial administration, Recordkeeping services, Actuary services, all of the aforesaid in the field of retirement and retirement plans, namely as to 401(k) employer-sponsored retirement plans, Employee Retirement Income Security Act (ERISA) plans, and investment strategy for employees; Financial consultation and advice in the field of registered investments; Regulatory compliance consultancy in the field of retirement plan administration; Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Downloadable software for 401(k) employer-sponsored retirement plans and Employee Retirement Income Security Act (ERISA) plans; Periodic publications in digital downloadable and hard copy format
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.