U.S. federal trademark · Serial No. 98607476 · Reg. No. 7806986
Financial services, namely, investment of funds for others and estate settlement services; Financial services in the nature of an investment security; Financial services, namely, wealth management services; financial planning consulting relating to investments and wealth management; Financial investment services, namely, financial asset management, cash flow 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 consultancy for estate planning; financial planning consulting relating to investments and wealth management for retirement plans, endowments and foundations; Financial services, namely, advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; Financial investment advisory services, namely, Registered Investment Advisor (RIA) services
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