U.S. federal trademark · Serial No. 99420577
Financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Advice relating to investments; Financial management relating to investments; Financial planning; Financial planning and investment advisory services; Investment management; Investment brokerage; Financial advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.