U.S. federal trademark · Serial No. 99117608 · Reg. No. 8395430
Registered investment advisor (RIA) services in the nature of providing financial portfolio management, financial planning, and investment management; Financial consulting services, namely registered investment advisor services in the nature of providing financial portfolio management, financial planning, and investment management; Registered investment securities services in the nature of providing financial portfolio management, financial planning, and investment management; Registered financial holding company services in the nature of providing financial portfolio management, financial planning, and investment management performed for third parties.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.