U.S. federal trademark · Serial No. 77833699 · Reg. No. 3784500
financial and investment management, advisory, consultation and information services in the field of retirement planning; namely assisting retirement plan holders with transferring funds to an individual retirement plan by completing necessary forms, contacting plan sponsors and managing the transfer via telephone or the Internet
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.