U.S. federal trademark · Serial No. 98171910 · Reg. No. 7525237
Development and operation of financial, investment and financial and investment advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services; Provision of financial services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services
Development and operation of financial business, investment business and business advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, business management assistance in the establishment and operation of financial advisory firms; Provision of business services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, consulting, advisory, development, operation, and strategic planning services related to business management and business operations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.