Trademark: 98607469
Word
Status
Pending
Status Code
630
Status Date
Tuesday, June 18, 2024
Serial Number
98607469
Filing Date
Tuesday, June 18, 2024

Trademark Owner History

Classifications
36 Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services.
The mark consists of a stylized F in which the top line is filled while the bottom line is comprised a stylized wave.
Color is not claimed as a feature of the mark.

Trademark Events
Jun 18, 2024
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24