U.S. federal trademark · Serial No. 99138216 · Reg. No. 8141414
Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.