U.S. federal trademark · Serial No. 77022930
Business services provided to independent retail and institutional investment, stock, mortgage and commodity brokers, advisors and financial planners to assist in the development, management and operation of their financial services practices, namely, online tools to create content and custom-branded marketing communications, consultation and identification of financial practice acquisition candidates; making available for resale alternative investment opportunities in the form of private equity offerings, real estate investment trusts, managed futures, managed futures, 1031 tax-free exchanges, equipment leasing equity and linked notes; making available for resale the branded investment products of third parties in the form of stocks, mutual funds, bonds, insurance and cash management services; all of the foregoing provided to professional brokers, advisors and financial planners, and not to the general public
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.