U.S. federal trademark · Serial No. 88460215 · Reg. No. 5943334
financial planning and advice services; financial planning and advice in the nature of life event planning for financial and retirement investment purposes; family finances planning and advice in the nature of budget planning and managing personal finances; financial planning and advice, namely, providing wealth preservation strategies; financial planning and advice in the field of employee stock options; financial planning and advice, namely, providing legacy and estate planning strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.