U.S. federal trademark · Serial No. 88312614 · Reg. No. 6054370
Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, wealth management, and financial planning services; all the aforesaid services also available via the Internet or a similar electronic network; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge funds, private equity funds, wrap fee programs, separate accounts, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, and information services; financial services, namely, investment fund transfer and transaction services; management and investment of funds and assets of others; capital investment services; financial transaction services, namely, engaging services for clearing and reconciling financial transactions; maintaining assets and securities for others, and confirming and tracking financial transactions for others; insurance investment services; real estate investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.