U.S. federal trademark · Serial No. 98418514 · Reg. No. 7710449
Wealth management services; Wealth management services, namely, providing money management and financial guidance; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, education planning, retirement planning, real estate planning, and debt management; Financial research services; Investment management and planning services; Financial risk management; Estate planning services.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.