U.S. federal trademark · Serial No. 77969667 · Reg. No. 3968621
Financial advice and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Investment management; Investment services, namely, asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.