U.S. federal trademark · Serial No. 99395043
Financial affairs, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, model portfolios, separately managed accounts, and funds investment; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; financial transaction services, namely, clearing financial transactions, and maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; monetary affairs, namely, financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services, financial research, analysis, consultation, and information services; real estate affairs, namely, real estate investment and trust advisory and management services; financial sponsorship of sporting and charitable events,
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.