U.S. federal trademark · Serial No. 86921005 · Reg. No. 5351198
Providing temporary use of a non-downloadable web application for managing self-directed individual retirement accounts, self-directed tax-deferred and tax-free retirement accounts and individual 401k plans; Providing a website featuring non-downloadable software for administration of financial transactions in the nature of alternative investments; Providing a website featuring non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts and individual 401k plans; Providing a website featuring non-downloadable software, electronic forms and instructions for opening self-directed individual retirement accounts and investing in private company securities, real estate, precious metals and alternative investments using funds from self-directed individual retirement accounts; Providing a website featuring non-downloadable software that enables users to manage self-directed individual retirement accounts; Providing a website featuring non-downloadable software that enables users to manage financial transactions involving alternative investments; Providing a website featuring non-downloadable software for reporting financial transactions involving custodial and trust accounts holding alternative investments; Providing an Internet web portal for custodians of individual retirement accounts featuring technology that allows users to send and receive financial records
Self-directed individual retirement account services; Financial services, namely, financial administration of self-directed tax-deferred and tax-free retirement accounts and individual 401k plans; Financial services, namely, providing an Internet web portal for individuals to direct and manage investments in private company securities, real estate, precious metals and alternative investments; Financial services, namely, financial administration of transactions involving alternative investments and assets held in self-directed individual retirement accounts and individual 401K plans; Financial services, namely, providing financial reporting services relating to custodial and trust accounts for alternative investments; Financial information provided by electronic means in the field of self-directed individual retirement accounts and alternative investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.