U.S. federal trademark · Serial No. 86754697 · Reg. No. 5563363
Financial services, namely, investment fund transfer and transaction services, brokerage in the field of investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management all of the foregoing expressly excludes financial services software, technology solutions, reporting systems, platforms, portals, and robo advisors
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