U.S. federal trademark · Serial No. 99642795
Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services in the nature of an investment security; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.