U.S. federal trademark · Serial No. 98316459
Regulatory compliance consulting in the fields of employee benefits, health care plans, COBRA plans, HIPAA plans, ERISA plans, form 5500 filings, health savings accounts, flexible spending accounts, cafeteria plans and wrap plans; Regulatory compliance consulting in the field of retirement plan administration
Investment by electronic means; Investment advisory services; Investment management; Investment consultancy; Investment advice; Mortgage lending; Financial services, namely, money lending; Financial planning and investment advisory services; Financial services, namely, investment fund transfer and transaction services; Investment management of and distribution of annuities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Annuity services, namely, account and investment administration; Insurance consultancy; Insurance information; Life insurance brokerage; Life insurance underwriting; Financial services, namely, electronic transfer of crypto assets; Financial exchange of crypto assets; Financial planning, namely, 401K retirement plan services for businesses; Financial advisory and consultancy services in the field of 401K benefit plans; Financial retirement plan consulting services including the subject matter of 401k plans; Financial administration of retirement plans including 401k plans; Individual retirement account services; Investment advice in the fields of securities, retirement, and private and public equity; Investment consultation in the fields of securities, retirement, and private and public equity; Financial administration of retirement plans; Investment advisory and management services provided to employers relating to ERISA, employee benefit and employee retirement plans; financial consulting services in the field of retirement plans; Developing, processing and sponsoring retirement plans
Education services, namely, providing live and on-line seminars and workshops in the fields of finance, investing, insurance, and retirement planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.