U.S. federal trademark · Serial No. 85005340 · Reg. No. 3979276
Investment consultation; consultation in the field of actuarial services; consultation in the field of employee benefits concerning insurance and finance
Financial records management and business records management, namely, third-party record-keeping services for defined contribution plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.