U.S. federal trademark · Serial No. 87279667 · Reg. No. 5246070
Financial planning consultation; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advice; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.