U.S. federal trademark · Serial No. 88247587 · Reg. No. 6014674
Referral assistance, namely, providing referrals in the field of financial advisor business development, offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet
Educational services, namely, arranging and providing educational conferences and seminars in the field of financial advisor business development, offered to financial advisory institutions and delivered in person or via the internet; coaching services in the field of financial advisor business development in person, via phone calls or via the Internet and meetings offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.