Serial 98387496

Live / Registered — Registered (as of 24 Dec 2024)

What this means for you

Registered since 24 Dec 2024. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Wealth management services; Financial planning advice relating to 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 and estate administration services; Financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; Investment management of retirement plans, management of endowments funds and financial management of foundations, and providing financial advice regarding the foregoing services; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Investment advisory services, namely, Registered Investment Advisor (RIA) services