U.S. federal trademark · Serial No. 85839144 · Reg. No. 4675889
* Non-fiduciary * financial record-keeping for regulatory compliance purposes * for self-directed tax deferred and tax free investment plans, accounts, and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Non-fiduciary * Financial record-keeping of self-directed, tax deferred and tax-free investment plans, accounts, and trusts * consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals * for regulatory compliance purposes; * Non-fiduciary * financial record-keeping and reporting for tax compliance purposes
Regulatory compliance consulting in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts * for self-directed tax deferred and tax free investment plans, accounts, and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals *
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.