Serial Number

97807979

Filing Date

Feb 23, 2023

Registration Date

Sep 12, 2023

Trademark by

INTERCHANGE CAPITAL PARTNERS LLC

Active Trademark

Classification Information

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial portfolio management services; financial planning advice relating to financial investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial trust administration and financial services in the nature of estate settlement services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial planning consultation and management with regard to retirement plans, financial endowments and charitable giving to foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services

Insurance and Financial