U.S. federal trademark · Serial No. 86223774 · Reg. No. 4644236
Discretionary and non-discretionary management of portfolios of financial securities, including stocks both private and publicly-traded, bonds, and derivatives; trust management services, namely, financial trust administration, operations and planning, and fiduciary management services, namely, fiduciary representative services; corporate finance services, namely, brokerage and financial advisory services in the nature of financial investment brokerage and financial planning and advisory services
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