U.S. federal trademark · Serial No. 78360824 · Reg. No. 3104770
Financial services, namely financial portfolio management services, investment advisory services, and tax consulting services; banking services; insurance services, namely, insurance agency services; trust services, namely estate planning consultation services, trust administration services, and estate settlement services; financial planning services; and investment management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.