U.S. federal trademark · Serial No. 86371244 · Reg. No. 4825162
Financial and investment services, namely, financial portfolio management services, investment advisory services, financial planning services, and investment management services; financial portfolio analysis and management services; providing [ venture capital, development capital, ] private equity and investment funding; equity based lending services; hedge fund investment services; investment advisory services; [ investment brokerage; mutual fund brokerage; mutual fund development services; mutual fund planning services; life insurance brokerage; ] underwriting, issuance and administration of annuities; [ stock brokerage services; brokerage services for stocks and bonds; ] trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.