U.S. federal trademark · Serial No. 88726310
Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; individual retirement account custody services; financial advisor support services, namely, financial advice regarding retirement investment accounts and savings services consisting of individual retirement account service; financial custody services, namely, administration of self-directed retirement accounts for participants with respect to mutual fund investments for others; securities trading and investing for others for such participants' retirement accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.