U.S. federal trademark · Serial No. 99568777
Registered investment advisor (RIA) services in the nature of providing financial portfolio management, financial planning, and investment management; Financial consulting services in the nature of 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 for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.