U.S. federal trademark · Serial No. 86504113 · Reg. No. 5147163
Financial Services, namely, investment management and advisory services; Financial consulting; Investment advisory services, namely, providing personalized advice, information, and commentary in the field of finance, through a data driven financial management and advisory service, for individuals with investable assets but not the confidence or knowledge to begin investing; securities brokerage services, namely, the trading of financial instruments, and individual equities and funds, for individuals with investable assets but not the confidence or knowledge to begin investing; Financial Services, namely, investment management and advisory services for personalized financial investments and personalized investment planning, through a data driven financial management and advisory service, for individuals with investable assets but not the confidence or knowledge to begin investing
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