U.S. federal trademark · Serial No. 86894452 · Reg. No. 5040507
Financial services, namely, wealth management services; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, investment management and advice; fiscal valuations and assessments; cash management; financial analysis; Financial consulting in the fields of finance, real estate investments, capital investments, investment securities, financial planning, retirement planning, insurance planning, wealth management, and financial asset management; Financial analysis and research services; Financial consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial planning; 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.