U.S. federal trademark · Serial No. 77023301 · Reg. No. 3300749
Cash management; Estate planning; Financial planning; Financial planning consultation; Brokerage of shares or stocks and other securities; Investment management; Investment services, namely asset acquisition, consultation, development and management services; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Providing stock market information; Stock brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.