Trademark Search  /  TAX-INDIVIDUALIZED INVESTING

TAX-INDIVIDUALIZED INVESTING

● Live · Registered

U.S. federal trademark · Serial No. 98947996 · Reg. No. 8120947

Mark
TAX-INDIVIDUALIZED INVESTING
Status
Registered
Serial Number
98947996
Registration No.
8120947
Filing Date
January 9, 2025
Registration Date
January 27, 2026
Class(es)
Class 036

Owners

GoldenX Company
03 · Winchester, MA
GoldenX Company
03 · Winchester, MA

Goods & Services

Investment management services, namely building customized individual portfolios that take into account an individual portfolio's unique tax profile to maximize after-tax returns through investment in fixed income securities within separately managed accounts on behalf of registered investment advisors

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.