U.S. federal trademark · Serial No. 87137794 · Reg. No. 5304590
Banking and financial services in the nature of banking advisory services, wealth management, financial planning, retirement planning and estate planning; financial asset management services and investment management services in the nature of securities and mutual funds; financial advisory services, namely, in the field of banking and consumer, real estate, business and commercial lending and financing; financial retirement planning services, financial consulting, fiduciary advisory services in the nature of fiduciary representatives; brokerage services in the field of securities brokerage and financial farm management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.