U.S. federal trademark · Serial No. 97651102 · Reg. No. 7330959
Business consulting, business management and providing business information to registered financial advisors seeking to establish an independent financial advisory firm; business consulting, business management and providing information in the field of operating a financial advisory firm; providing independent financial advisory firm business operational services, namely, transition counsel in the nature of providing business advice in the field of business transitions, providing marketing services, business management services of vendors, and providing accounting services; outsourcing services in the nature of arranging service contracts for others in the field of IT support, payroll, and human resources
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