U.S. federal trademark · Serial No. 88591829 · Reg. No. 6115296
Business management and business organization consultancy services for families, individuals, and companies; Tax consultation and preparation; Financial record-keeping for business management and business organization consultancy service; Preparing financial reports for others; Business management consultation services in the field of wealth management and accountancy
Financial services, namely, wealth management services; Estate planning; Investment management; Trusteeship representatives; Financial risk management; Philanthropic services concerning monetary donations; Investment banking services; Financial services in the nature of underwriting, distribution, and trading of securities; Financial consulting services in the field of mergers and acquisitions; Restructuring and other corporate finance activities, namely, financial restructuring services and strategic corporate financial advisory services; Stock brokerage and stock research services; Investment management and advice; Trading of securities index futures; Trading of securities options; Foreign exchange transactions; and Commodity trading for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.