U.S. federal trademark · Serial No. 75767854 · Reg. No. TMA552751
Financial and investment services, namely, personal and investment banking services, institutional, portfolio, personal and estate planning services, mutual fund and investment management services, insurance policy consultation services; estate trust management services for others; estate planning; and real property management services, namely, real estate financial valuation and investment services, rental and listing services, real estate brokerage services, real estate appraisal services, and real estate trustee services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.