U.S. federal trademark · Serial No. 77312779 · Reg. No. 3535662
Periodic newsletter in the field of financial consultation directed towards owners, managers, executives, administrators, investment advisors, financial planners, wealth managers and other appropriate persons managing and operating independent financial institutions involved with making investment decisions and servicing financial planning needs of individual clients
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.