PHYSICIAN WEALTH ADVISORS

Live / Registered — Registered (as of 17 Dec 2024)

What this means for you

Registered since 17 Dec 2024. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Financial services, namely, investment planning, retirement planning, cash management, and college funding planning, and estate management; Financial advice; Financial analysis; Financial management; Financial research; Financial information; Investment advice; Investment consultation; Investment management; Financial asset management; Financial consulting services; Financial planning; Financial portfolio analysis and management services; Information, advisory, consultancy and financial research services relating to finances and investments; Financial planning, capital investment and management services; Providing financial and financial investment information and research; Financial services, namely, wealth management services; Financial analysis, research and advisory services