U.S. federal trademark · Serial No. 86149011
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Income tax consultation; Income tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax filing services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.