U.S. federal trademark · Serial No. 86249265 · Reg. No. 5105395
Banking services; financial investment and planning services, namely, wealth management services, providing investment advice, retirement planning services, and financial brokerage services; financial services, namely, mutual fund administration, currency and electronic fund transfer, mutual fund, annuity, and securities distribution; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; estate trust management; trust services, namely, trust operations, planning, and administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.