U.S. federal trademark · Serial No. 97157153 · Reg. No. 8217804
Financial records management of financial and retirement planning documents for use by self-directed investment account holders to invest retirement savings in traditional and alternative investment vehicles; none of the foregoing relating to the provision of mortgage banking and lending services, property valuation, consumer or commercial lending services, credit consulting services, preparation of business reports, real estate services, insurance services, price comparison services, incentive reward services, or personal financial management services; none of the above mentioned services for use in connection with the provision of legal, payment, notary, or tax services
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