U.S. federal trademark · Serial No. 77735946 · Reg. No. 3929187
Financial services, namely, management, administration and allocation of investment funds; financial advisory services, namely, advisory services in the field of asset management, financial planning and investment funds, college education planning, retirement planning, employee benefit plan financial analysis, planning and management; advisory services pertaining to investment services, namely, providing investment analysis, consultation, planning, management, advisory, brokerage and research services; wealth management services, namely, cash and asset management services; advisory and consultation services in the fields of life and long term care insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.