U.S. federal trademark · Serial No. 97540995 · Reg. No. 7689743
Estate planning; Investment advisory services; Investment consultation; Investment management; Financial planning for retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.