U.S. federal trademark · Serial No. 76577295 · Reg. No. 2999928
Financial services namely financial and investment analysis and consultation; financial and investment management and planning; financial portfolio management; fund investment consultation; investment of funds for others; management of Limited Partnerships; Estate planning; Life planning, namely retirement planning; and financial investment in the fields of mutual funds, annuities, stocks, options, bonds, life insurance, health insurance, and disability insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.