U.S. federal trademark · Serial No. 85338690 · Reg. No. 4218911
Brokerage of bonds; Charitable foundation services, namely, providing financial assistance for programs and services of others; Charitable fundraising services, namely, by providing individuals with the information and opportunity to make monetary donations to their favorite charity; Collection of money owed from settlements; Consulting services in the field of retirement plan administration and fiduciary compliance; Estate planning; Estate trust management; Estate trust planning; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Fiduciary tax payment processing services; Financial administration of retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial planning for retirement; Financial services, namely, estate settlement services; Financial trust operations; Financial trust planning; Individual retirement account services; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Trust management accounts; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.