U.S. federal trademark · Serial No. 86792990 · Reg. No. 4938832
Brokerage in the field of insurance, stocks, bonds, commodities, capital investments, securities; Cash and portfolio management; Estate and trust planning and management; Financial advisory, consultancy, management and administration services in the field of federal employee benefit plans concerning estate planning, finance, insurance, investments, retirement planning, and wealth management; Financial services, namely, wealth management services; Insurance brokerage services; Providing financial consultation services to individuals; Providing financial information; Providing information in the field of employee financial benefit plans, estate planning, finance, insurance, investments, retirement planning, and wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.