Trademark: 98402166
Word
W
Status
Pending
Status Code
630
Status Date
Monday, February 12, 2024
Serial Number
98402166
Mark Type
0000
Filing Date
Monday, February 12, 2024

Trademark Owner History

Classifications
36 Advice relating to investments; 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 consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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; Fund investment consultation; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment management; Investment of funds for others; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; 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; Real estate funds investment services; Securities trading and investing services for others via the internet.
The mark consists of a stylized letter "W" with an upward pointing arrow that starts at the lower left of the "W" and ends extending from the upper right of the "W".
Color is not claimed as a feature of the mark.

Trademark Events
Feb 12, 2024
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24