U.S. federal trademark · Serial No. 98288670 · Reg. No. 8091059
Tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services
Financial advice relating to tax; Financial services, namely, wealth management services; Financial trust planning; Financial portfolio analysis services; Investment advisory services; Investment banking services; Investment management; Management of securities portfolios; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial portfolio management; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Mutual funds and capital investment; Private equity fund investment services; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.