U.S. federal trademark · Serial No. 85966218 · Reg. No. 4480595
Financial and investment services, namely, asset and investment acquisition, consultation, advisory, management and development services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial asset management; wealth management; financial planning, namely, retirement planning, college planning, estate planning, financial trust planning, and insurance planning; underwriting of life, variable life, disability, and long term-care insurance; brokerage of group health insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.