U.S. federal trademark · Serial No. 77877172 · Reg. No. 3917948
Financial services, namely, investment advice, investment management, wealth management in the nature of financial management, estate planning, investment consultation, and investment of funds for others; financial risk management; financial planning and investment advisory services; business valuation services and strategic financial advisory services; trust services, namely, investment and trust company services; financial consulting services, namely, business disposition services
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