U.S. federal trademark · Serial No. 88618124 · Reg. No. 6284137
Financial services, namely, wealth management services, financial planning and investment advisory services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment management services; corporate trust management, namely, trust management accounts for corporations and other entities; financial services, namely, custodial and escrow services; institutional investment advisory services; financial management of hospital and foundation fund services; institutional financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; estate planning; services as trustee, executor and trust under will, namely, estate trust management services; financial stock and bond portfolio management; and financial fiduciary trust administration, management and financial planning services; estate planning; estate trust planning; trust services, namely, investment and trust company services in the nature of estate trust management and trust management, paying of bills, payment of taxes, and management of retirement investment accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.