GleanMark

TAX-INDIVIDUALIZED INVESTING Trademark

TAX-INDIVIDUALIZED INVESTING is a USPTO trademark filed by GoldenX Company. Status: Registered.

Trademark Facts

MarkTAX-INDIVIDUALIZED INVESTING
Serial Number98947996
Registration Number8120947
StatusRegistered
Filing Date2025-01-09
Registration Date2026-01-27
Mark TypeWord
Nice Classes036 (Financial Services)
OwnerGoldenX Company
Attorney of RecordElizabeth P. West
Prosecution Events16
Latest EventR.SR on 2026-01-27

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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