U.S. federal trademark · Serial No. 99015704
Financial advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Management of private equity funds; Fiduciary services, namely, fiduciary representative services; Estate planning; Strategic corporate financial advisory services; Processing, administering and managing employee benefit plans concerning insurance and finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.