U.S. federal trademark · Serial No. 77690312
Tax consultation; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys upon death or when otherwise necessary
Banking, monetary exchange and investment services, namely, asset acquisition, consultation, development and management; trust services, namely, investment and trust company services; rental of automated teller machines and cash dispensers operated by magnetic cards; acquisition and transfer of monetary claims; banking and financial services, namely, corporate and commercial lending, investment banking, financial asset management, and insurance services, namely,, brokerage and consulting services; brokerage and trading, namely, of corporate and government securities, precious metals, currencies, securities futures, structured products and derivatives, namely, interest rate, equity, currency and commodity swaps and options, asset trading and credit derivatives in emerging and developed markets; trust and estate trust management services; real estate investment and management; maintaining escrow accounts for investments; providing information in the fields of financial insurance and real estate
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.