U.S. federal trademark · Serial No. 85743728
Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.