U.S. federal trademark · Serial No. 77409241 · Reg. No. 3652127
Investment advisory services; Money management; Financial planning; Financial portfolio management; Estate trust management and trust services, namely, investment and trust company services; Endowment management; Financial consulting in the fields of pensions and 401k plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.