U.S. federal trademark · Serial No. 77351933
Financial management services, namely, investment advisory, supervisory, and management services to individual and institutional investors; Fund advisory and investment services, namely, individual bond and equity securities, and municipal, bond, money market, income, value, growth, and stock equity mutual funds; Providing separate investment brokerage and retirement accounts, namely, trading, maintenance, and management of financial securities, stocks, bonds, and other investments; Mortgage banking services; Mortgage lending services; Charitable fund raising and eleemosynary services, namely, providing assistance on the establishment of charitable and philanthropic foundations and trusts; Charitable fund raising and eleemosynary services, namely, providing information on the topic of establishing charitable and philanthropic foundations and trusts; Charitable fund raising and eleemosynary services in the field of monetary donations; Financial sponsorship of an awards program for innovative and technological achievement and new product developments; Intellectual property rights brokerage services; Investment advice and consultation and investment management services; Financial valuation services, namely, providing financial information in the nature of business, asset, and intellectual property valuations; Financial portfolio management; Providing information via a global computer network on the subject of financial services, venture philanthropy, venture capital, financial capital, mergers, acquisitions, prize competitions, and venture capital financing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.