U.S. federal trademark · Serial No. 99700748
Investment advisory services; Financial management in the field of investment portfolio management and general investment advisory services; Financial planning services; Brokerage investment services; Investment portfolio management and general investment advisory services; Trading of financial securities; Management of financial investment accounts; Portfolio investment advisory services; Consulting related to all the foregoing services; Providing services to third-party registered investment advisors such as securities custodian access, trading support, and technology services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.