U.S. federal trademark · Serial No. 97339364 · Reg. No. 7250463
Financial services, namely, wealth management services; Strategic financial advisory services; Financial planning; Financial retirement plan consulting services; Financial administration of retirement plans; Providing financial planning for retirement; Financial planning and investment advisory services; Investment advisory services and financial administration of retirement plans for others; Financial advisory and consultancy services in the field of 401K benefit plans; 401k plans, and financial retirement plan consulting services including the subject matter of 401k plans; Providing investment advice and financial money management to 401k participants and investors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.