U.S. federal trademark · Serial No. 85286028
Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial services in the nature of an investment security; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Insurance agency and brokerage; Insurance and financial information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.