U.S. federal trademark · Serial No. 76045130 · Reg. No. 2652415
Tax consultation and income tax preparation, business management, namely, charitable and endowment management and private foundation management
Bank, financial services in the nature of an investment security, investment management, brokerage in the field of stocks and commodities, fiduciary representatives, trust estate management, financial and estate planning, annuity underwriting, life insurance underwriting, administration of employee benefit plans, mortgage lending, loan financing, safety deposit boxes services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.