U.S. federal trademark · Serial No. 90075365 · Reg. No. 6338691
Business management services in the field of financial planning and investment advice; assistance, advisory services, and consultancy with regard to business planning, business analysis, business management, and business organization in the field of financial planning and investment advice; Business management services in the field of operational support, and technological advancement for financial advisors; Business management services for businesses in the field of financial planning and investment advice
Investment advice, financial services, namely, wealth management services, financial planning, hedge fund investment services, private equity fund investment services, financial management, and financial analysis for individuals and financial advisors; Financial asset management for businesses in the field of financial planning and investment advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.