U.S. federal trademark · Serial No. 97653176 · Reg. No. 7313814
Financial services, namely, investment advisory services, financial analysis and consultation; securities brokerage, namely, securities broker-dealer services
Software as a service (SAAS), namely, hosted software for the use and administration of analysis and consultation for investing, managing, tracking, and providing financial statistics and assessments for businesses
Education services, namely, providing educational courses, conferences, programs, and workshops on financial planning and investment trusts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.