U.S. federal trademark · Serial No. 98560623 · Reg. No. 7703590
Providing financial advisory services; Financial services, namely, wealth management services; Financial trust planning; Financial planning; Investment consultancy, advisory, and management services; Providing information in the field of wealth management for individuals and small businesses
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.