U.S. federal trademark · Serial No. 98719173 · Reg. No. 7801070
Estate planning; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial planning and investment advisory services; Providing investors with financial information; Financial services, namely, wealth management services; Providing information in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.