U.S. federal trademark · Serial No. 79201848 · Reg. No. 5366844
Stock and bond brokerage services; services for the settlement and custody of stocks and bonds, namely, services in assisting others in settling financial transactions involving the purchase and sale of stocks and bonds and in taking custody of stocks and bonds for others; financial asset and fund management services in the field of private equity, public equity and intellectual property venture; and corporate finance services, namely, financial management services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; tax payment processing planning; tax payment processing consultancy; tax payment processing advice; fiscal valuations and assessments; fiscal assessment and evaluation
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