U.S. federal trademark · Serial No. 86454886
Fee-based consulting for (1) investment advisory services as a Registered Investment Advisor and a Registered Investment Adviser Representative (IAR) in the fields of investment brokerage and retirement plans; (2) administration of employee benefit plans in the fields of medical, dental, and vision insurance, health reimbursement accounts, flexible spending accounts and arrangements, health savings accounts, and COBRA administration; and (3) fiduciary and regulatory compliance in the fields of retirement plans and employee benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.