U.S. federal trademark · Serial No. 97630867 · Reg. No. 7037191
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, exchange traded funds, and other securities, and investment of funds of others; transfer agency services rendered to issuers of investment securities; financial analysis, management, consulting and advisory services; mutual fund investment services; financial account reporting services relating to investment funds, for financial investment purposes, namely providing financial information related to investment accounts; electronic funds transfer; insurance agencies and brokerage; financial information and evaluations; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, financial asset management; financial securities exchange services and commodities exchange services; financial investment analysis; real estate management services; rental of office space; financial services, namely, financial account reporting services in the field of investment funds for financial investment purposes, namely providing financial information related to investment accounts; retirement annuity services, namely, retirement annuity account and investment administration and distribution of annuity funds; trustee services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.