U.S. federal trademark · Serial No. 90182626
Financial services, namely, wealth management services, asset protection services, retirement planning services, business succession planning services, insurance planning services, estate planning services, insurance acquisition services, and premium financing services; Financial consulting services, namely, providing education funding strategies, providing insurance strategies, and providing wealth accumulation strategies; all of the foregoing not including the provision and dissemination of financial information and indices, the management of funds and of investments of others, the private placements of private equity funds/securities/derivatives for others, advisory services relating to investments, investment fund brokerage, distribution and investment, and derivative securities investment
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