U.S. federal trademark · Serial No. 76124582 · Reg. No. TMA578060
Providing financial services, namely, managing mutual funds, brokering and distributing mutual funds and mutual fund shares; investment management and consultation services; founding investments in portfolios, namely maintaining escrow accounts for investments; distributing and managing investments in portfolios; financial planning services; trust company services, namely, banking and estate trust management; lending services; mortgage and loan company services, namely, banking, mortgage banking, and loan financing; banking, namely, accepting deposits, withdrawals and borrowing of funds; and investment of deposits
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.