U.S. federal trademark · Serial No. 76554682 · Reg. No. 3029820
Financial services, namely, financial planning, financial management, investor profiling, estate planning, business succession planning, investment planning, and financial investment in the fields of securities, real estate, commodities, and collectibles
Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial planning and management, and distributing course materials in connection therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.