U.S. federal trademark · Serial No. 99289487 · Reg. No. 8300609
Financial services, namely, financial consultancy services; financial consulting with non-profit organizations on retirement plans; financial consulting with non-profit organizations on proper process, procedure, and compliance around managing retirement plans; financial consulting with non-profit organizations on maintaining and updating retirement plan documents, on annual testing for retirement plans, and on filing annual 5500, tax, and other documents for retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.