U.S. federal trademark · Serial No. 99638625 · Reg. No. 8410869
Tax payment processing services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial consulting and advising in the field of mergers and acquisitions; Estate trust management; Estate planning; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Technology consultation in the field of technology optimization and cybersecurity
Tax advisory services; Tax filing services; Business auditing; Account auditing; Economic forecasting and analysis; Business appraisals and evaluations in business matters; Financial record-keeping for regulatory compliance purposes; Accounting services for mergers and acquisitions; Acquisition and merger consultation; Business records management services relating to business entity formation and associated state reporting requirements
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.