U.S. federal trademark · Serial No. 98124630 · Reg. No. 7479113
Actuarial services; Financial planning; Financial advisory and consultancy services relating to asset custody account services for individuals, self-directed IRAs, trusts, non-profits and corporations, trustee services, agency services for trustees; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial trust planning; Investment advisory services; Investment management; Trustee services; Financial administration of retirement plans; Financial administration of estates, financial accounts, third party accounts, and trusts; Financial trust administration; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Downloadable software in the nature of a mobile application for providing financial account information and managing and tracking wealth and investments
Providing on-line non-downloadable software for accessing financial account information, and managing and tracking wealth and investments; Providing a website featuring on-line non-downloadable software that enables users to access financial account information, and manage and track wealth and investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.