R Trademark

INVESTMENT MANAGEMENT AND ADVISORY SERVICES; FINANCIAL AND ESTATE PLANNING CONSULTATION SERVICES; FINANCIAL PLANNING, NAMELY, CREATING PERSONALIZED STRATEGIES FOR FAMILIES OR FAMILY OFFICES, ESTATE PLANNING SERVICES FOR FAMILIES OR FAMILY OFFICES; FINANCIAL SERVICES, NAMELY WEALTH MANAGEMENT SERVICES; PROVIDING INFORMATION IN THE FIELD OF FINANCE, FINANCIAL INVESTMENTS, FINANCIAL VALUATIONS, AND THE FINANCIAL ASPECTS OF RETIREMENT; FINANCIAL PLANNING FOR RETIREMENT; FINANCIAL RETIREMENT PLAN CONSULTING SERVICES; INSURANCE AGENCY AND BROKERAGE SERVICES; INSURANCE SERVICES, NAMELY, WRITING PROPERTY AND CASUALTY INSURANCE; INSURANCE CONSULTANCY SERVICES, NAMELY, PROVIDING ADVICE IN THE FIELD OF PROPERTY AND CASUALTY INSURANCE; PROVIDING DETAILED INFORMATION REGARDING AVAILABLE INSURANCE PRODUCTS FOR COMMERCIAL PROPERTY AND CASUALTY, PROFESSIONAL AND PERSONAL LINES; FINANCIAL CONSULTING AND ADVISING IN THE FIELD OF MERGERS AND ACQUISITIONS

BUSINESS CONSULTATION SERVICES IN THE FIELD OF REGULATION AND COMPANY POLICY COMPLIANCE OVERSIGHT TO INDEPENDENT ADVISORS, FINANCIAL PROFESSIONALS AND INSURANCE PROFESSIONALS; PROVIDING CONTINUITY AND BUSINESS SUCCESSION PLANNING SERVICES FOR FINANCIAL PROFESSIONALS; PROMOTING THE INTERESTS OF FINANCIAL PROFESSIONALS WITH REGULATORS BY MEANS OF PUBLIC ADVOCACY; ADMINISTRATION OF A DISCOUNT PROGRAM ENABLING PARTICIPANTS TO OBTAIN DISCOUNTS ON THE COST OF PRODUCTS AND SERVICES AND RECEIVE IMPROVED SERVICES FOR FINANCIAL AND INSURANCE PROFESSIONALS FOR THE OPERATION OF THEIR BUSINESSES; FACILITATING A NETWORK OF FINANCIAL PROFESSIONALS FOR BUSINESS NETWORKING AND SHARING OF EXPERTISE; TAX PLANNING SERVICES FOR FAMILIES AND FAMILY OFFICES