U.S. federal trademark · Serial No. 90537761
Practice management for others in the financial services industry; business consulting services in the field of investment advisory, wealth management, and other financial services providers; business strategy development for financial and investment advisors; advisory services relating to business management and business operations for financial and investment advisors; business operations management for investment advisors
Regulatory compliance consulting in the field of financial services and investment advising
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 advisory and consultancy services; Financial planning; Investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.