ADVICE. BEYOND INVESTING. Trademark
Serial Number: 85873929 • Registration: 4435544
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Dyan M. House Baker & Mckenzie, LLP
1900 N. Pearl Street, Suite 1500
Dallas, TX 75201
United States
Trademark Details
Filing Date
March 12, 2013
Registration Date
November 19, 2013
Published for Opposition
September 3, 2013
Goods & Services
Financial services, namely, wealth management services; checking account services; bill payment services; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money transfer; electronic funds transfer; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; financial retirement plan consulting services; financial planning for retirement; commercial lending services; consumer lending services; mortgage lending; issuing letters of credit; investment advisory services; monetary exchange; financial exchange; foreign exchange transactions; trust services, namely, investment and trust company services; financial trust planning; philanthropic services concerning monetary donations; financial asset management; life insurance consulting; estate planning; trustee services; banking and investment banking services; financial consulting; and financial planning