U.S. federal trademark · Serial No. 98368930 · Reg. No. 7650677
Financial advisory and consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Monitoring financial markets for investment purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.