U.S. federal trademark · Serial No. 78376827 · Reg. No. 3107685
Financial analysis and consultation; financial management; financial, estate, wealth transfer, and philanthropic planning; financial portfolio management; insurance consultation and brokerage services in the field of personal philanthropic advisory services and financial analysis and consulting services for non-profit organizations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.