U.S. federal trademark · Serial No. 98072052 · Reg. No. 7584093
Financial investment brokerage for retirement plan sponsors and individuals in relation to retirement planning only; Financial portfolio analysis services for retirement plan sponsors and individuals in relation to retirement planning only; Insurance administration; Insurance agencies; Insurance brokerage; Insurance consultancy; Insurance consultation; Administration of employee benefit plans concerning insurance and finance; all of the aforesaid excluding private equity, fund management and fund investment services.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.