U.S. federal trademark · Serial No. 90755143 · Reg. No. 6771855
Financial asset management and wealth management services; Financial planning and investment advisory services; Financial and investment services, namely, investment management and investment consulting services in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Family office services, namely, financial planning and advisory services, financial modeling for trust and estate trust planning, and investment consulting, Financial asset management; estate planning; financial planning and analysis
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