U.S. federal trademark · Serial No. 85696559 · Reg. No. 4493396
Advice relating to investments; Financial administration of retirement plans; Financial advice and consultancy services; Financial forecasting; Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment 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.