U.S. federal trademark · Serial No. 78724824 · Reg. No. 3366789
Financial records management, and business services, namely, matching potential investors and individuals needing funding
Insurance brokerage services, namely, the valuation, purchase and transfer of ownership of existing life insurance policies from their owners; financial portfolio management, namely, management of life insurance assets; financial analysis and consultation, and financial loan consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.