U.S. federal trademark · Serial No. 85899238 · Reg. No. 4439716
Publications, namely, reports, printed informational and educational materials, papers, brochures, booklets, and reference materials in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, and tax planning
Educational services, namely, providing classes, seminars, and workshops in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, and tax planning
Financial investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial trust and estate administration services and estate planning consultation; and financial risk management consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.