U.S. federal trademark · Serial No. 75515420 · Reg. No. 2318138
Banking services; financial services, namely mutual fund distribution [ and transfer agent services ] ; investment advisor services; investment brokerage, consultation and management; securities brokerage; financial portfolio management; financial planning; mortgage and consumer lending services; insurance services, namely agencies in the fields of property and casualty, life, health, credit and disability; and philanthropic services consisting of monetary donations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.