PERSONALIZED INVESTING. BEYOND PASSIVE.
associated with 20 other trademarks
Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial administratio...

Words that describe this trademark:

management tax  design management  bonds fund  equities bonds  tax efficient  comprising  rulesbased  portfolios  combination  efficient 

Serial Number:

87431697

Mark:

PERSONALIZED INVESTING. BEYOND PASSIVE.

Status:

Registered

Status Date:

06-12-2018

Filing Date:

Registration Number:

5489590

Registration Date:

06-12-2018

Goods and Services:

Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial administration, fund distribution, financial investment brokerage, and investment advisory services for tax efficient rules-based portfolios comprising a combination of equities and bonds; Financial services, namely, administration of transactions by funds involving tax efficient rules-based portfolios comprising a combination of equities and bonds

Mark Description:

N/A

Class:

Insurance

Type of Mark:

Servicemark

Published for Opposition Date:

03-27-2018

Mark Drawing Status:

Standart Character Mark

Abandon Date:

N/A

Business Name:

DAVIS, MALM & D'AGOSTINE, P.C.

Correspondent Name:

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