U.S. federal trademark · Serial No. 77751256 · Reg. No. 3812975
Banking services; Financial services, namely, investment management; Trust services, namely, estate and trust management and administration; Fiduciary representative services for others; Brokerage of financial investments; Insurance services, namely, insurance agency services; Retirement services, namely, financial administration of retirement plans, financial planning for retirement; Cash reserves investment management; Private banking services; Wealth management services, namely, financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.