U.S. federal trademark · Serial No. 78570200 · Reg. No. 3223888
Conducting conferences, workshops and seminars in the field of financial services, investment, investment banking, raising capital, mergers and acquisitions, venture capital, and distributing course materials in connection therewith
Financial services, namely, investment research and advice, investment of funds for others, capital investment consultation, investment fund transfer and transaction services, investment consultation, namely, providing asset allocation advice and strategies, providing financial portfolio construction services, investment advisory services, providing financial information, namely, consolidated reporting of financial and investment holdings and transactions, equity and fixed income investment trading, investment of funds for others, namely, hedging and monetization of concentrated equity positions, cash management services, estate planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.