| ABBOT DOWNING WELLS FARGO & COMPANY
1881746 06 Feb 2018 | on 07 Dec 2021 | Class 035 Class 035 Advertising, Business & Retail Services Tax and taxation planning namely, tax advice and information and tax consultancy services Class 036 Class 036 Insurance & Financial Services Financial planning; financial planning for retirement; estate planning; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals and families | | | ABBOT DOWNING WELLS FARGO & COMPANY
1557976 28 Dec 2011 | on 24 Jan 2018 | Class 035 Class 035 Advertising, Business & Retail Services Banking services; financial planning; financial asset management; financial portfolio management services; investment advisory services, namely, wealth advisory services integrated to include asset management, private banking, trust, fiduciary and administrative services and planning related to family dynamics of multi-generational high net worth families; 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; wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services; trust investment distribution and wealth distribution planning; representative and fiduciary services as a trustee; financial planning for retirement; estate and tax planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals and families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; insurance services, namely, insurance brokerage services Class 036 Class 036 Insurance & Financial Services | |