U.S. federal trademark · Serial No. 97074006 · Reg. No. 7170693
Estate planning; Financial advisory and consultancy services; Financial investment brokerage services; Financial planning; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance agencies in the field of life, long term care, and disability insurance; Investment advisory services; Investment management: excluding venture capital services from all the foregoing services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.