U.S. federal trademark · Serial No. 97920825 · Reg. No. 7568371
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advisory and consultancy services, namely, creating personalized strategies for wealth management; Strategic financial advisory services; Financial services, namely, coordination, within clients' accounts, of an investment portfolio's maintenance, trading, rebalancing, and tax and estate management needs.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.