U.S. federal trademark · Serial No. 88339686 · Reg. No. 6016621
Preparing financial reports for businesses, individuals and families for business or commercial purposes; accounting services for businesses, individuals and families
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, strategic financial consulting for businesses, individuals and families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.