U.S. federal trademark · Serial No. 98176722
Financial consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, financial asset management, and investment advisory services; Financial planning and management; Financial investment and retirement plan services and consulting
Business consulting and advisory services; Business support services, namely, business consulting to financial advisors and independent investment advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.