"WEALTH HAS MEANING"
Serial Number: 77404377
Reg Number: 3505069
Word Mark: "WEALTH HAS MEANING"
Goods and Services: IC 036. US 100 101 102. G & S: Financial services in the field of money lending; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, estate settlement services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Public equity investment management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Online financial planning services. FIRST USE: 20080101. FIRST USE IN COMMERCE: 20080101
Mark Drawing Code: (4) STANDARD CHARACTER MARK
Filing Date: 02/22/2008
Current Basis: 1A
Original Filing Basis: 1A
Type of Mark: SERVICE MARK
Register: PRINCIPAL
Live/Dead Indicator: LIVE
SiteNo: 368130