U.S. federal trademark · Serial No. 97876739 · Reg. No. 7453717
Providing outsourced financial services, namely, investment management services, trading of investments in securities and financial instruments for businesses, individuals and families; Financial services, namely, wealth management, financial planning, and financial consulting for businesses, individuals and families; financial services, namely, financial analysis for businesses, individuals and families; tax services, namely, tax management services for businesses, individuals and families; financial advisory services relating to tax management for businesses, individuals and families
Preparing financial reports for businesses, individuals and families for business or commercial purposes; bookkeeping and related financial services, namely, financial records management, accounting services and related advice for businesses, individuals and families; tax services, namely, tax preparation, assessment, filing, advisory services for businesses, individuals and families; Financial services, namely, strategic tax consulting for businesses, individuals and families; taxation planning services, namely, tax management services for businesses, individuals and families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.