U.S. federal trademark · Serial No. 86006859 · Reg. No. 4490887
Consulting and information concerning insurance; Financial evaluation for insurance purposes; Financial information and evaluations; Financial investment brokerage services; Financial management; Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Life insurance brokerage; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.