GLASS JACOBSON WEALTH ADVISORS - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97452177
Word Mark
GLASS JACOBSON WEALTH ADVISORS
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-06-14
Filing Date
2022-06-10
Attorney Name
Statements
Indication of Colors claimed
The color(s) blue and orange is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH ADVISORS"
Description of Mark
The mark consists of "GLASSJACOBSON WEALTH ADVISORS", with "GLASS" in blue capital letters and "JACOBSON" in thicker orange letters, with the first "O" in "JACOBSON" comprised of orange and blue arrows pointing to each other, above "WEALTH ADVISORS" in thin capital blue letters. The white areas in the mark represent background and/or transparency and are not a part of the mark.
Goods and Services
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration and fiduciary compliance; Financial administration of retirement plans, Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products, Financial services, namely, wealth management services
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2022-06-14
Primary Code
036
First Use Anywhere Date
2022-06-08
First Use In Commerce Date
2022-06-08
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
JONATHAN R. WACHS
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 4167852 |
Trademark Events
| Event Date | Event Description |
| 2022-06-14 | NEW APPLICATION ENTERED IN TRAM |
