U.S. federal trademark · Serial No. 99037217 · Reg. No. 8009325
Financial services, namely, wealth management services; Financial advisory services; Financial consultancy services; Financial planning; Investment advisory services; Estate planning; Financial advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial advice relating to tax; Financial risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.