U.S. federal trademark · Serial No. 86763155 · Reg. No. 5228813
Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial services, namely, wealth management services; Estate planning; Estate trust planning and management; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Insurance brokerage services for individual and group insurance; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.