U.S. federal trademark · Serial No. 78381317 · Reg. No. 2941934
Investment management and advisory services; financial consulting; appraisal of multi-class investment and insurance portfolios; financial planning; risk management; insurance portfolio management services in the areas of life, health, long term care, disability, property and casualty, liability, and business continuity insurance; securities, insurance, real estate and business brokerage; financing services, namely, loan, project, securitization, banking, underwriting, syndication and venture capital financing; trust services, namely, trustee and trust company services; pension services, namely, establishment, administration, and termination of benefit plans, and fiduciary advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.