U.S. federal trademark · Serial No. 76249250 · Reg. No. 2743561
Financial services, namely, financial consulting, financial planning, estate planning, investment planning, wealth management, financial planning for retirement, asset management; investment services, namely, investment brokerage and advice concerning common stocks, bonds, mutual funds, life insurance, annuities, and individually managed accounts
Income tax consultation, namely, tax planning and filing; and business planning and business consultation concerning corporate structuring and planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.