U.S. federal trademark · Serial No. 85390655 · Reg. No. 4290925
PREPARING FINANCIAL REPORTS FOR OTHERS; FINANCIAL REPORTING SERVICES, NAMELY, PROVIDING FINANCIAL REPORTS RELATED TO ACCOUNT PERFORMANCE, CASH FLOW, AND BALANCE SHEETS
INVESTMENT MANAGEMENT AND CONSULTATION SERVICES; WEALTH PLANNING; TRUST ADMINISTRATION AND MANAGEMENT SERVICES; CASH MANAGEMENT SERVICES; ACCOUNT MANAGEMENT SERVICES, NAMELY, MANAGE SECURITIES PORTFOLIOS AND INDIVIDUAL INVESTMENT MANAGEMENT ACCOUNTS ON BEHALF OF CLIENTS; ACCOUNT CUSTODY SERVICES, NAMELY, SAFEKEEPING OF ASSETS NAMELY, SECURITIES,TRADE SETTLEMENT SERVICES FOR SECURITIES, TRANSFER OF SECURITIES, CASH SWEEP ACCOUNT SERVICES, AND PROVIDING ACCOUNT STATEMENTS AND YEAR END REPORTS RELATED TO THE ACCOUNTS; AND FINANCIAL ANALYSIS AND PLANNING CONSULTATION
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