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Showing 1-6 of 6 results
Mark Name
Mark Description
ATINDEX
Owned by:
PPA ACQUISITION...
Filed on: 07-10-2001
Status:
Cancelled-Section 8
Financial portfolio management, namely tax efficient equity portfolios that feature an after-tax index strategy
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RETIREMENT DISTRIBUTION S...
Owned by:
HEWITT ALAN E
Filed on: 06-29-2005
Status:
Abandoned-Failure to Resp...
G and S-- Financial planning services primarily in the implementation of strategies and techniques for income and estate tax efficient distribut
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PARAMETRIC PORTFOLIO ASSO...
Owned by:
PPA ACQUISITION...
Filed on: 07-10-2001
Status:
Cancelled-Section 8
Financial portfolio management, namely tax efficient equity portfolios
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ECONOMIC PROPHECY
Owned by:
SUMMERS, KIRK
Filed on: 11-06-2013
Status:
Abandoned-Failure to Resp...
Financial strategies to businesses that provide tax efficient ways to retain working capital
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CUSTOMBUILT BETA
Owned by:
THE TRUSTEE OF ...
Filed on: 07-15-2016
Status:
Abandoned-Failure to Resp...
Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial adminis
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PERSONALIZED INVESTING. B...
Owned by:
EV LLC
Filed on: 05-01-2017
Status:
Registered
Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial adminis
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