CONNECTING WEALTH & PURPOSE
Mark Identification

CONNECTING WEALTH & PURPOSE

Serial Number

86929699

Filing Date

Mar 4, 2016

Registration Date

Jan 10, 2017

Trademark by

TFO PHOENIX INC.

Active Trademark

Classification Information

tax planning and preparation services

Advertising and Business

Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administration of savings accounts, retirement plans, investment accounts, mutual funds, trust accounts and annuities

Insurance and Financial