U.S. federal trademark · Serial No. 85498645 · Reg. No. 4270882
Financial advisory and consultancy services, namely, financial planning, investment analysis, financial research, and financial evaluation and tracking to create personalized strategies for wealth management; Insurance services, namely, insurance eligibility review and verification and consultation in the life and disability industry; 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.