U.S. federal trademark · Serial No. 87819757
Financial services, namely, document preparation and management services in the nature of assisting others with opening or creating self-directed investment accounts to utilize retirement savings for investments in the fields of private investment, private equity, venture capital, small business loans, real estate, and other traditional and alternative investment vehicles, namely, digital assets, cryptocurrency, private debt, natural resources, precious metals; none of the above-mentioned services for use in connection with the provision of legal, payment, notary, or tax services
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