U.S. federal trademark · Serial No. 88912985 · Reg. No. 6270062
Financial services, namely, retirement plan consulting services and wealth management services; Financial investment advisory services; Financial administration of retirement plans, namely, providing retirement investment and account management services; Financial investment brokerage services, namely, providing financial investment services for retirement and investment accounts through a third party brokerage service
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.