U.S. federal trademark · Serial No. 86440507 · Reg. No. 4909722
Estate planning; Fiduciary services, namely, fiduciary representative services; Financial advice; Financial advisory and consultancy services, namely, planning and advise in long-term care, wealth preservation, and intergenerational wealth transfer; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services
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