U.S. federal trademark · Serial No. 86813516
Financial services, namely, financial planning, financial advice, and financial consulting for individuals, families, and small businesses, all excluding operating as a private equity fund, venture capital fund or hedge fund; Original research regarding personal financial planning issues; and Consulting for third party financial planners that service individuals and families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.