U.S. federal trademark · Serial No. 97539624 · Reg. No. 7168570
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, financial, tax, retirement, investment and legacy planning; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, commodity trading and managed futures advisory and management services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.