U.S. federal trademark · Serial No. 86222883 · Reg. No. 4664849
Business education and training services for professional investment advisors in the field of enhancement of advisory practice management skills, improved business development, operational efficiency, human capital management, business management and succession planning, via a website and distribution of training material in connection therewith
Business services, namely, providing business advice and information for professional investment advisors related to enhancement of their advisory practice management skills, improved business development, operational efficiency, human capital management, business management, and business succession planning, via a website
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.