U.S. federal trademark · Serial No. 86074100 · Reg. No. 4525577
Financial planning services, namely, providing investment, asset management, life and long term care insurance and retirement
Educational services, namely, conducting classes, seminars and public speaking conference sessions in relation to financial, investment, asset management, life and long term care insurance and retirement services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.