U.S. federal trademark · Serial No. 97620701
Financial services, namely, capital investment consulting, investment advice, mutual fund distribution, mutual fund investment, financial planning, financial analysis and consulting, financial portfolio management, providing automated financial information by electronic means; ETFs exchange traded funds, closed end funds, interval funds and collective investment trusts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.