U.S. federal trademark · Serial No. 87263886 · Reg. No. 5541775
Financial custody services, namely: custody services for automatic rollover individual retirement accounts (IRAs) established for lost or missing retirement plan participants; custody services for workplace IRAs and accounts established under employee benefit plans governed by the Employee Retirement Income Security Act of 1974; custody services for self-directed IRAs investing in alternative assets; custody services for investment advisers and investment companies subject to the custody provisions of the Investment Advisers Act of 1940 or the Investment Company Act of 1940
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