U.S. federal trademark · Serial No. 97081168 · Reg. No. 6900384
Financial services, namely, private wealth management services; Investment management; Investment consultancy; Providing financial consultation services, namely, advising businesses and individuals on issues of financial planning and investment planning; Strategic corporate financial advisory services; Financial planning services, namely, financial planning for retirement; Financial retirement plan consulting services; Advisory and consulting services for employer sponsored retirement plans in the nature of consulting regarding the administration of employee financial retirement plans and financial retirement plan consulting services; Providing financial information via a website
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.