U.S. federal trademark · Serial No. 88470693 · Reg. No. 6435073
Financial services, namely, wealth management services, investment advisory services, and financial planning services; Financial planning for retirement; Providing information in the fields of investments, financial planning and insurance; Investment management and consultation services; Capital investment services; Financial investment brokerage services; Insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.