Word

AXIS ADVISORS

Status

Pending

Status Code

630

Status Date

Monday, October 23, 2023

Serial Number

98235777

Mark Type

4000

Filing Date

Monday, October 23, 2023

Trademark Owner History

Dunn Barton LLC

Classifications

36 Consultancy of capital investment; Consultancy services relating to insurance; Consulting and information concerning insurance; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial investment brokerage; Financial management; Financial management via the Internet; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation for insurance purposes; Financial planning consultation; Financial portfolio management; Financial risk management; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Insurance consultancy; Insurance consultation; Insurance and financial information and consultancy services; Insurance information and consultancy; Investment consultancy; Investment consultation; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment consulting; Financial consultancy and insurance consultancy; Financial administration of retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning for retirement; Fund investment consultation; Individual retirement account services; Providing financial advice via a website; Providing financial information and financial advice via a website; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations

35 Financial auditing; Financial records management; Business management of insurance agencies and brokers on an outsourcing basis; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Preparation of financial statements; Preparation of reports relating to finance and investments; Preparing financial reports for others; Promotion of financial and insurance services, on behalf of third parties; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Trademark Events

Jan 9, 2024

New Application Office Supplied Data Entered

Oct 23, 2023

New Application Entered