U.S. federal trademark · Serial No. 90775480
Educational services, namely, conducting classes and workshops in the field of wealth management services and distribution of training material in connection therewith; Workshops and seminars in the field of wealth management services; Workshops and seminars in the field of business technology; Workshops and seminars in the field of registered investment advisor services; Education services, namely, providing on-line workshops in the field of wealth management services
Business consulting services; Business management consulting in the field of team development; Business consulting services in the field of business growth; Business consultation in the field of business process improvement; Business consulting services in the field of business development; Business consulting services in the field of capital solutions, mergers and acquisitions advisory, succession planning; Business consulting services for companies providing services in the fields of technology, office technology, financial services technology, and data management; Business consulting services for companies that provide services in the fields of cybersecurity and help desk services; Business consulting services for companies that provide services in the field of website design and hosting; Business consulting services for companies that provide services in the field of asset management, asset allocation, investment platforms, investment research, trading systems, and performance reporting; Business consulting services for companies that provide services in the field of family office, multifamily office, trust institutions, banks, broker-dealers, insurance companies, independent marketing organizations, field marketing organizations, asset management firms, private equity firms, and registered independent advisors; Business development consulting services; Business strategic planning services; Business strategy development services; Business organization and management consulting; Business organization consulting; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.