U.S. federal trademark · Serial No. 79142515 · Reg. No. 4669207
Insurance agency and brokerage; financial affairs and monetary affairs, namely, financial information, management and analysis services, asset management, investment management, portfolio management, risk management, individual asset and investment management, investment advisory services, distribution and sales of investment asset shares, investment brokerage, development of new investment products, client-specific financial analysis; real estate affairs, namely, real estate investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.