U.S. federal trademark · Serial No. 88765805 · Reg. No. 6129071
Financial services, namely, wealth management services, financial management, financial planning, investment advisory, investment management, portfolio management, and investment consultation services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate planning; tax planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.