U.S. federal trademark · Serial No. 99466199 · Reg. No. 8217158
Financial planning; On-line financial planning services; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning for retirement; Financial trust planning; Investment management; Public equity investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment 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 management relating to investments; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Investment advice; Investment consultation; Investment advisory services; Fund investment consultation; Investment by electronic means; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for decentralized finance (DeFi); Providing information regarding financial investment strategies for blockchain related protocols and cryptocurrencies; Investment advice in the fields of digital assets
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.