U.S. federal trademark · Serial No. 78934941 · Reg. No. 4060806
Brokerage and administration services in the fields of securities, namely, mutual funds, stocks and bonds, annuities; tax advantaged securities, money market funds, and self directed retirement accounts, including IRA portfolio management, 401(k) portfolio management, Simple IRA, and Roth IRA portfolio management; brokerage of life insurance and long-term care insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.