U.S. federal trademark · Serial No. 78510741 · Reg. No. 3131007
Printed materials, namely, books, newsletters, bulletins, brochures, pamphlets and magazines in the fields of finance and investments
Financial consulting services, namely, lifestyle and portfolio consulting and advisory services, and wealth planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.