U.S. federal trademark · Serial No. 85630711
Brokerage services, namely, securities brokerage; financial services, namely, managed asset planning, college planning, retirement planning, investment portfolio analysis, annual portfolio review, estate planning; financial advisory and consultancy services; and financial administration of retirement plans; trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.