U.S. federal trademark · Serial No. 97683206 · Reg. No. 7308652
Financial administration of retirement plans; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial planning; Insurance brokerage; Investment banking services; Investment brokerage; Mortgage brokerage; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.