U.S. federal trademark · Serial No. 87311757 · Reg. No. 5602034
Banking services; financial investment and planning services, namely, wealth management services, providing investment advice, retirement planning services, and financial investment brokerage services; financial services, namely, mutual fund administration, currency and electronic fund transfer, mutual fund distribution, annuity distribution, and securities distribution; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; estate trust management; trust services, namely, estate trust operations, planning, and administration; trust services, namely, financial trust operations, planning, and administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.