U.S. federal trademark · Serial No. 87540810 · Reg. No. 5426704
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation, investment consultation, and investment management services; financial services, namely, trust administration and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.