U.S. federal trademark · Serial No. 99118948 · Reg. No. 8488291
Providing financial consultation services to small businesses; Financial services, namely, wealth management services; Financial portfolio management; Investment services, namely, asset acquisition, consultation, development and management services; Banking services; Investment consultancy; Investment advisory services; Investment management; Trust services, namely, investment and trust company services; Securities brokerage; Insurance brokerage services; Financial asset management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.