U.S. federal trademark · Serial No. 97824892 · Reg. No. 7476440
Financial services, namely, investment advisory services and financial asset management services; mutual fund services, namely, mutual fund sub-advisory services, mutual fund investment, mutual fund investment consultation, and mutual fund distribution; managed account services being investment management; financial planning, namely, providing a personalized, holistic financial wellness plan for individuals; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; financial retirement services, namely, financial retirement plan consulting and advisory services, investment management services for managed account platforms, collective investment trusts, and mutual funds
Computer services, namely, providing online, non-downloadable software that provides users the ability to obtain a personalized, holistic financial wellness plan and financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans
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