U.S. federal trademark · Serial No. 85677097 · Reg. No. 4876557
[ Advertising and marketing services provided by means of indirect methods of marketing communications, namely, social media, search engine marketing, inquiry marketing, internet marketing, mobile marketing, blogging and other forms of passive, sharable or viral communications channels; Advertising services for promoting the brokerage of stocks and other securities ]
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.