U.S. federal trademark · Serial No. 98808459 · Reg. No. 8091458
Financial services, namely, investment fund transfer and transaction services, investment security services, and estate settlement services; Financial services, namely, wealth management services; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset management, cash management, investment consultation, and investment management services; Financial advisory and consultancy services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Financial risk management consultation; Financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Registered investment advisor (RIA) services, namely, investment advisory services
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