Mark Identification
"HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH"
Serial Number
86675873
Filing Date
Jun 26, 2015
Registration Date
Feb 5, 2019
Trademark by
Active Trademark
Classification Information
Financial planning, financial planning for retirement, financial planning for the transfer of wealth, investment advisory services, wealth management services, financial wealth planning, investment management, financial asset management, and estate planning services
Insurance and Financial