U.S. federal trademark · Serial No. 78885131 · Reg. No. 3610464
Financial services, namely, cash flow management; investment services, including asset allocation, consultation, development and management services; trust and estate administration services and estate planning consultation
Educational services, namely, providing classes, seminars, and workshops in the field of finances
Business services, namely, advisory services, consultation, and information; tax advisory, information and consultancy services; information, advisory and consultancy services relating to business and business management or business administration, including such services provided online or via the Internet
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.