U.S. federal trademark · Serial No. 77262423 · Reg. No. 3544568
Financial services, namely, financial planning consultation, financial portfolio management, investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services, portfolio offering for clients consisting of asset management, cash management and banking account services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.