U.S. federal trademark · Serial No. 99433200 · Reg. No. 8454365
Investment management; Financial planning; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, providing wealth management services and investment advisory services; Financial portfolio management; Estate planning; Philanthropic services concerning monetary donations; Insurance consulting in the field of property and casualty, life and health insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.