U.S. federal trademark · Serial No. 76166977 · Reg. No. 2524792
Fee based asset management and financial planning services for personal, estate and business clients; providing investment advice for securities, including 401 K/IRA rollovers, annuities and mutual funds; underwriting life, disability and long term care insurance under a financial plan
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.