U.S. federal trademark · Serial No. 77765774 · Reg. No. 3788905
MANAGEMENT OF TAX FILES; TAX PREPARATION
TRUST SERVICES, NAMELY, INVESTMENT AND TRUST COMPANY SERVICES; TRUST MANAGEMENT ACCOUNTS; FINANCIAL TRUST OPERATIONS; MANAGEMENT OF PORTFOLIOS COMPRISING SECURITIES; CASH MANAGEMENT; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS IN TRUSTS AND IN TRUST ACCOUNTS; BILL PAYMENT SERVICES; FINANCIAL SERVICES, NAMELY, INSURANCE PREMIUM PAYMENT AND SETTLEMENT SERVICES; FINANCIAL SERVICES, NAMELY, COORDINATION, WITHIN A SINGLE ACCOUNT, OF AN INVESTMENT PORTFOLIO'S MAINTENANCE, TRADING, REBALANCING, AND TAX MANAGEMENT NEEDS; TAX PAYMENT PROCESSING SERVICES; FIDUCIARY TAX PAYMENT PROCESSING SERVICES; INVESTMENT CONSULTATION; INVESTMENT MANAGEMENT; INVESTMENT ADVISORY SERVICES; FUNDS INVESTMENT; FINANCIAL SERVICES, NAMELY, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, INVESTMENT CONSULTATION AND INVESTMENT OF FUNDS FOR OTHERS, INCLUDING PRIVATE AND PUBLIC EQUITY AND DEBT INVESTMENT SERVICES
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.