U.S. federal trademark · Serial No. 99209950 · Reg. No. 8095149
Financial services, namely, wealth management services; Investment advice in the fields of securities, retirement, private and public equity; Financial consultancy services; Providing information in the field of wealth management; Providing information in the field of estate planning; Estate planning; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio management; Financial planning; Providing information in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.