U.S. federal trademark · Serial No. 86054320 · Reg. No. 4724585
Business consulting and advisory services in the field of corporate governance, proxy solicitation, shareholder communication, and investor relations, excluding (i) any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940, as amended, and (ii) investment advisory services provided to and/or managing of any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940
Financial consulting and advisory services, namely, transfer agency services rendered to issuers of investment securities, employee stock plan administration, and investment management services, excluding (i) any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940, as amended, and (ii) investment advisory services provided to and/or managing of any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940
Regulatory compliance consulting in the field of corporate governance, proxy solicitation, and escheatment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.