U.S. federal trademark · Serial No. 97420758 · Reg. No. 7104419
Commodity investment advice; Fiduciary services, namely, fiduciary representative services; Financial advice and consultancy services; Financial asset management; Financial consulting; Financial planning for retirement; Financial services, namely, wealth management services; Holding company services performed for third parties, namely, investment management; Investment consultation; Real estate investment consultancy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.