U.S. federal trademark · Serial No. 76194212
banking services; investment management; stock brokerage, fiduciary representative services, namely, acting as personal representatives of decedents estates and as trustees of trusts; custodian services, namely, holding stocks, bonds, securities, and other financial and investment instruments for others; financial and estate planning; financial planning services in the nature of retirement, gift, and distribution planning; annuities and life insurance underwriting; financial management of endowments and charitable and private foundations; administration of employee benefit plans; mortgage lending; financial investment services, namely, offering certificates of deposit, demand deposit, and time deposit products; loan financing including, commercial and consumer lending services
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