U.S. federal trademark · Serial No. 76155345 · Reg. No. 2581352
Financial services, namely, mutual fund and limited partnership brokerage, mutual fund distribution, mutual fund consultation, providing custodial record-keeping and administration of funds of others, financial and investment management, analysis and consultation services; formation, offering, distribution and management of limited partnerships; automobile and mortgage lending and loan servicing services; credit card services; investment underwriting; securities brokerage; transfer agent services; banking services; trust services for personal and institutional investment accounts; providing investment accounts which fund the benefits underlying fixed and variable annuity and life insurance contracts; real estate management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.