U.S. federal trademark · Serial No. 98003011
Financial services, namely, wealth management services and investment management services for individual financial planning; Financial and investment services, namely, investment advisory services for individual financial planning; financial, investment, and financial and investment research for individual financial planning; retirement financial planning, all of the foregoing excluding services to the hotel and hospitality industry, and all of the foregoing excluding private equity investment management and consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.