U.S. federal trademark · Serial No. 75273430
financial services, namely, administrative record keeping of participant accounts and government reporting, support services for investment product cross selling, investment research, mutual fund start ups, mutual fund transfer agent services, mutual fund audit, accounting, reporting, client custody, security services, securities transactions, soft dollar brokerage services, audit, insurance, acquisition opportunities, exit opportunities for registered investment advisors and providing a network for registered investment advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.