U.S. federal trademark · Serial No. 98458941 · Reg. No. 7805179
Business training in the field of wealth management, financial advisement, and financial planning; Coaching in the field of wealth management, financial advisement, and financial planning; Education services, namely, mentoring in the field of wealth management, financial advisement, and financial planning; Educational services, namely, providing training and mentoring in the fields of wealth management, financial advisement, and financial planning
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 asset management; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management
Business consulting services in the field of financial brokerage and investment advisory
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.