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The US trademark THE CUSTOMIZED PORTFOLIO APPROACH was filed as Word mark on 12/28/2000 at the U.S. Patent and Trademark Office. The current status of the mark is "ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE".
| Trademark form | Word mark |
| File reference | 78040849 |
| Application date | December 28, 2000 |
Trademark owner
28050 US Highway 19 North, Suite 301
33761 Clearwater
US
33761 Clearwater
US
goods and services
36
A personal customized client proposal, used for client financial planning, which includes clients assets (actual and proposed), retirement, estate, education and budget planning
ID: 1378040849