Trademark: 90452525
Status Code
Status Date
Monday, January 11, 2021
Serial Number
Filing Date
Thursday, January 7, 2021

Trademark Owner History

9 Electronic publications stored on CD Rom, hard drive, flash drive, and pre-recorded audio and video discs and tapes not comprising computer software, all in the field of financial securities, investment and financial services
16 printed publications namely books, manuals, brochures and booklets, all in the field of financial securities, investment and financial services
36 Financial services including wealth management, namely, assisting clients with managing their financial affairs and assets; financial planning; wealth planning; investment advice; comprehensive life management services in the fields of investment, cash management products and services, debt management, insurance, estate and succession planning, tax planning, contract negotiation and business management; management and distribution of pooled investment funds and segregated securities; services in the fields of investment, namely: securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; personal support services, namely: assisting clients with personal administrative matters such as bill payment, asset leasing and engagement of services to assist with property maintenance; Investment fund services, namely, retirement investment counseling, retirement investment portfolio management, dealing in, administration and distribution of principal-protected investment funds for retirement; investment portfolio management; investment counseling
The mark consists of the letters CI in a box and to the left of the words PRIVATE WEALTH.

Trademark Events
Jan 11, 2021
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2021-01-23