U.S. federal trademark · Serial No. 76431800
Services in the field of financial management, investments, and pooled type trusts, wherein income is at least periodically allocated to the remaining pool of investors, but not including survivor's trusts, namely, financial planning, financial management, and investment fund transfer and transaction services
Computer software for account establishment, access, and maintenance used in the field of financial management, investments, and pooled type trusts, wherein income is at least periodically allocated to the remaining pool of investors, but not including survivor's trusts, and instructional manuals distributed therewith
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