U.S. federal trademark · Serial No. 50017095
Financial services, namely, wealth management services; Investment management; Financial planning and investment advisory services; Financial administration of retirement plans; Financial retirement plan consulting services; Financial planning for retirement; Investment advice in the fields of private equity; Investment management in the fields of municipal bonds, securities, retirement, pubic equity, and mutual funds
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.