U.S. federal trademark · Serial No. 86650198 · Reg. No. 5010852
Financial and investment services, namely, asset and investment acquisition, consultation, advisory, research, development and management; Financial portfolio management; Advice relating to investments; 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 consulting; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.