U.S. federal trademark · Serial No. 98403404 · Reg. No. 7782686
Financial planning, namely, creating personalized strategies for achieving financial independence, legacy, philanthropic, and wealth transfer endeavors for individuals and families; Investment advice in the fields of publicly traded government bonds, agency bonds, municipal bonds, CDs, publicly traded mutual funds, ETFs, individual securities, and derivatives; Investment consultation in the fields of publicly traded government bonds, agency bonds, municipal bonds, CDs, publicly traded mutual funds, ETFs, individual securities, and derivatives, public and private equity; Investment management in the fields of publicly traded government bonds, agency bonds, municipal bonds, CDs, publicly traded mutual funds, ETFs, individual securities, and derivatives, public and private equity
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.