U.S. federal trademark · Serial No. 98254636 · Reg. No. 7549175
Providing financial and investment advice, analysis and consultation services; Providing personalized investment consulting, investment account management, and securities consulting services; Financial planning; Financial advice; Financial analysis; Financial consultation; Financial management; Retirement fund investment; Financial services, namely, retirement planning; Financial planning for retirement services, namely, trustee services; Investment services, namely, management and brokerage in the fields of securities, stocks, money market funds, bonds, mutual funds, exchange traded funds, commodities, futures, options, and indices of any of them; Providing a website featuring educational information in the fields of investment management and asset management
Providing a website featuring online non-downloadable videos devoted to the topics of accounting, tax preparation, tax consulting services, investment management, and asset management
Accounting services; tax preparation and consulting services; data processing services in the accounting and business operation fields and business management services; Providing a website featuring educational information in the fields of accounting, tax preparation, and tax consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.