U.S. federal trademark · Serial No. 97936149 · Reg. No. 7412133
Financial advisory services and investment management of funds for others; Financial planning; Trust services, namely, investment and trust company services, real estate investment, financial and estate trust advisory series, real estate investment, financial and estate trust administration, custody services, namely, maintaining possession of financial assets for others for financial management purposes, real estate investment, financial and estate trust management, and real estate investment, financial and estate settlement services; and Family office services, namely, financial administration of retirement plans, financial planning for families and investment management of funds for families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.