U.S. federal trademark · Serial No. 85633065 · Reg. No. 4397286
business management consulting; strategic business planning, branding and marketing consulting services provided to broker-dealers and their associated registered investment advisors
financial planning services; investment management services; wealth management, namely, cash and asset management services; fund investment services; financial services, namely, securities brokerage, clearing and custody services; investment trade execution services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.