U.S. federal trademark · Serial No. 86514456
Banking services; Financial asset management; Financial services, namely, wealth management services, excluding services pertaining to underwriting universal life insurance; Providing a web site featuring personal financial information and financial advice, excluding information pertaining to underwriting universal life insurance
Educational services, namely, conducting seminars, conferences, and workshops in the field of financial planning and investment advice and distribution of training material in connection therewith, excluding information pertaining to underwriting universal life insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.