U.S. federal trademark · Serial No. 87540288 · Reg. No. 5552143
Financial advice and consultancy services, including capital markets; investment advisory services; trust services, namely, investment and trust company services; fund investment consultation; fiduciary representatives; securities brokerage and trading; financial asset management; debt recovery services; financial consulting services, namely, advising others regarding abandoned and unclaimed personal property and real estate; financial services, namely, investment fund transfer and transaction services; management of portfolios of transferable securities; investment management; providing a website portal and database in the financial services field for gathering, analyzing, and researching financial data, shareholder data, and publicly available intelligence
business management consulting concerning corporate governance, proxy solicitation, commercial information agency services, and shareholder meeting and proxy services; management of telephone call centers for others; financial record-keeping for regulatory compliance purposes and consulting in conjunction therewith; data processing services; document reproduction; business management services, namely, managing office functions in the nature of copying, printing, graphing, filing and mailing for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.