U.S. federal trademark · Serial No. 90715698 · Reg. No. 7056282
Banking services; investment management; fiduciary representative services, namely, acting as personal representatives of descendant's 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 and estate planning, namely, tax planning services in the nature of providing financial and investment advice related to taxes; financial planning services in the nature of retirement, gift, and distribution planning, mortgage lending; financial investment services; cash management services, namely, offering certificates of deposit, demand deposit, time deposit products, sweep accounts and loan financing, including commercial and consumer lending services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.