U.S. federal trademark · Serial No. 99103013 · Reg. No. 8029538
Investment management; Financial services, namely, wealth management services; Investment advisory services; Financial trust administration; Financial trust planning; Estate trust planning; Estate trust management; Estate planning; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.