U.S. federal trademark · Serial No. 98251175
Brokerage of shares or stocks and other securities; Estate trust management; Estate trust planning; Financial advice relating to tax; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment advice; Providing financial information and financial advice via a website; Stock brokerage services; Trust services, namely, investment and trust company services; Trustee services
Software as a service (SAAS) services featuring software for use in estate planning; Software as a service (SAAS) services featuring software for use in trust formation and trust management; Software as a service (SAAS) services featuring software for use in allowing users to form, operate and manage irrevocable trusts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.