U.S. federal trademark · Serial No. 99523457 · Reg. No. 8322533
Investment advisory services; Financial asset management; Financial planning and investment advisory services; Financial planning, namely, financial portfolio management; investment of funds for others; providing financial information via a website; Investment advisory and financial asset management services for individuals and entities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.