U.S. federal trademark · Serial No. 90419522
Business management services, namely, operations management; back office support services, namely, business administration, accounting, business management, and business strategic planning services
Back office support services, namely, information technology consulting services, monitoring technological functions of computer network systems, help desk systems
Holding company investment services, namely, asset acquisition, consultation, development and management services; Financial investment brokerage services relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial management services relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment in the field of securities relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment services, namely the distribution of investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment counseling services; financial planning; providing investment management services and investment management services related to customized investment portfolios to private clients including high net worth individuals, family trusts and holding companies; insurance brokerage services, insurance agency services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.