U.S. federal trademark · Serial No. 77760757 · Reg. No. 4313305
Administrative and record keeping services, namely, shareholder record keeping services
Financial services, namely, custody services for employee benefit plan trusts, namely, administration of employee retirement plans, accepting and investing contributions, trading of stock shares, brokerage of investment proceeds and stock dividends, management and brokerage in the fields of cash funds and securities, preparing financial reports regarding investment account activity, providing financial services with respect to securities, stocks, bonds, mutual funds, managed accounts, structured products, alternative investments, cash products, money market funds, commodities, futures, options, and indices of any of them, namely, trading of and investments in securities and financial instruments and products for others, namely, employers offering retirement and stock plans and administration of employee benefit plans concerning finance, and tax withholding on retirement account withdrawals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.