U.S. federal trademark · Serial No. 75612549 · Reg. No. 2742280
Financial services, namely, financial management services, financial planning services, estate planning services, tax planning services, retirement planning services, gift planning services, distribution planning services, endowment management and private foundation administration services, employee benefit plan management and services, financial portfolio management services, investment advise, management and consultation services, investment banking services, securities underwriting and brokerage services, insurance underwriting services in the fields of life, health, accident, fire, marine, and medical, and annuity underwriting and brokerage services, and banking services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.