U.S. federal trademark · Serial No. 97268531 · Reg. No. 7124414
Financial services, namely, wealth management, financial planning, alternative investment management, financial portfolio management, budget planning; mutual fund investment services; retirement fund investment management services; investment management services; providing personalized consulting investment information, investment account management, and securities brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.