U.S. federal trademark · Serial No. 97526796 · Reg. No. 7156809
Financial advice and consultancy services; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Strategic financial advisory services; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.