U.S. federal trademark · Serial No. 85293586 · Reg. No. 4123040
Insurance agencies and brokerage in the field of life, health and long-term care; investment management and consulting; Financial planning; Mortgage lending; Mortgage brokerage; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Consulting services in the field of executive and employee benefit plans concerning insurance and finance; Consulting services and financial management in the field of retirement plan and fiduciary compliance; trustee services; Fiduciary services, namely, fiduciary representative services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.