U.S. federal trademark · Serial No. 98516678 · Reg. No. 7544978
Financial services, namely, investment fund transfer and transaction services, financial services in the nature of an investment security, financial services, namely, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment management and consultation services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial management, namely, trust and estate financial administration services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial advisory and financial management services, namely, advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
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