U.S. federal trademark · Serial No. 76682588 · Reg. No. 3619704
banking and financial investment advisory services; insurance agency services, financial risk management, money management services, namely, financial management; investment of funds for charitable purposes for others; charitable fundraising services; financial planning services; financial retirement planning services; financial investment and financial portfolio analysis services; trust services, namely, investment and trust company services; credit and debit card services; estate planning services; and financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.