U.S. federal trademark · Serial No. 75881469 · Reg. No. 2477476
Financial services, namely, an integrated wealth management program featuring a personal financial advisor, a comprehensive financial assessment, financial planning services, investment management services, financial research services, asset protection and income protection assessments, namely, estate and retirement assessments, and insurance consultation services in the fields of life, health, property and casualty, long-term care and disability income insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.