U.S. federal trademark · Serial No. 98372016 · Reg. No. 7578854
Tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services
Financial advice relating to tax; Financial portfolio analysis services; Financial portfolio management; Investment advisory services; Investment banking services; Investment management; Trust services, namely, investment and trust company services; Financial investment analysis and stock research; Financial trust planning; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Management of securities portfolios; Mutual funds and capital investment; Private equity fund investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.