U.S. federal trademark · Serial No. 98349182
Providing a full line of financial and investment services, namely, financial planning and investment advisory services, investment management services, investment brokerage, savings account services, financial administration of retirement plans, financial trust planning, trust services, namely, investment and trust company services, trading in securities, estate trust planning, estate trust management, and insurance brokerage; providing information and analysis in the fields of finance, investment, financial planning, and investment strategy; financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.