U.S. federal trademark · Serial No. 99466052
Banking services; Investment management; Stock brokerage services; Fiduciary services, namely, fiduciary representative services; Financial planning; Estate planning; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Financial management; Financial administration of employee benefit plans; Financial wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.