Trademark Overview
On Monday, January 14, 2008, a trademark application was filed for WEALTH PRESERVATION FOR SELECT INDIVIDUALS with the United States Patent and Trademark Office. The USPTO has given the WEALTH PRESERVATION FOR SELECT INDIVIDUALS trademark a serial number of 77371257. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 20, 2015. This trademark is owned by Lydian Trust Company. The WEALTH PRESERVATION FOR SELECT INDIVIDUALS trademark is filed in the Insurance & Financial Services category with the following description:
BANKING AND FINANCIAL SERVICES, NAMELY, FINANCIAL MANAGEMENT, FINANCIAL PLANNING, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL RESEARCH, DEPOSIT SERVICES, NAMELY, CHECKING, MONEY MARKET, SAVINGS AND CERTIFICATES OF DEPOSIT, MORTGAGE BANKING, LENDING SERVICES, NAMELY, MORTGAGE LOANS, AUTOMOBILE LOANS, CONSUMER, RETAIL AND COMMERCIAL LOANS, CREDIT CARDS AND DEBIT CARDS, INVESTMENT SERVICES, NAMELY, INVESTMENT ANALYSIS, ADVICE, CONSULTATION AND MANAGEMENT, INVESTMENT BROKERAGE, FIDUCIARY SERVICES AND TRUST ADMINISTRATION EXCEPT IN CONNECTION WITH THE MANAGEMENT AND ADMINISTRATION OF HEDGE FUNDS, GLOBAL CONVERTIBLE ARBITRAGE AND EQUITY LINKED DERIVATIVES, AND IN CONNECTION WITH THE DIRECT MANAGEMENT AND ADMINISTRATION OF CREDIT-RELATED INVESTMENT STRATEGIES
