U.S. federal trademark · Serial No. 75462240 · Reg. No. 2669421
insurance underwriting, administration and agency services in the fields of life, health, disability, property and casualty insurance and annuities; investment advisory services; investment portfolio management services; financial research services; financial planning services; estate planning services; financial services, namely, retirement and money management services; mutual fund brokerage, administration and investment services; securities and commodities brokerage and underwriting services; investing the funds of others in debt and equity private placement investments; banking services; trust administration, management and advisory services; credit card and debit card services; loan financing services; mortgage and home equity lending services; real estate brokerage, management and leasing services; providing information about insurance, investment and real estate by means of a global computer network
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.