Serial 98591203

Live / Registered — Registered (as of 01 Jul 2025)

What this means for you

Registered since 01 Jul 2025. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation management, 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 risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations for others; financial advising for and management of retirement plans, endowments and foundations for others; financial planning for retirement, business transitions, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services; Financial advice relating to tax; Insurance brokerage services; Insurance consultation