U.S. federal trademark · Serial No. 98926298 · Reg. No. 8098904
Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management; 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 services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Providing information in the field of wealth management
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