U.S. federal trademark · Serial No. 77462167 · Reg. No. 3546608
Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.