U.S. federal trademark · Serial No. 78952981 · Reg. No. 3684599
Accounting services; tax advisory services, namely, calculation of dividend and capital gain distributions, and filing of tax returns; business administration services, namely, selecting and monitoring outside vendors, monitoring expenses, preparing financial reports; monitoring compliance with stated prospectus guidelines for entities that operate mutual funds and other investment vehicles
Reviewing standards and practices to ensure compliance with IRS and SEC regulations for entities that operate mutual funds and other investment vehicles
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.