TAX-INDIVIDUALIZED INVESTING - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98947996
Word Mark
TAX-INDIVIDUALIZED INVESTING
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-01-09
Filing Date
2025-01-09
Mark Drawing
4 - Standard character mark
Attorney Name
Statements
Goods and 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
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2025-01-09
Primary Code
036
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Elizabeth P. West Bay State IP, LLC
Address
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Trademark Events
| Event Date | Event Description |
| 2025-01-09 | NEW APPLICATION ENTERED |
