U.S. federal trademark · Serial No. 50056876
banking services; financial investment and planning services, namely, wealth management services, providing investment advice, investment management, 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; financial services, namely, investment advisory services; brokerage services, namely, investment brokerage and investment advisory services; financial planning to help customers achieve their financial goals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.