U.S. federal trademark · Serial No. 87799009 · Reg. No. 5572426
Business education and training services, namely, coaching programs on marketing in the fields of financial and wealth advisors
Providing office support staff services and business services in the nature of providing office functions for others in the financial and wealth advisors, investments, estate planning, taxes, and insurance industries
Providing an internet website portal for advisors and clients featuring financial information regarding current performance and archived performance statements, and reports on performance, analytics, and gain reporting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.