TORO BRAVO INVESTMENT ADVISORS, LLC - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Image for trademark with serial number 97717723
Serial Number
97717723
Word Mark
TORO BRAVO INVESTMENT ADVISORS, LLC
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-12-17
Filing Date
2022-12-14
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of This is a bull with defining features characterized by the use of negative space.
Goods and Services
We are a full service wealth management firm as both a Registered Investment Advisor (Toro Bravo Investment Advisors, LLC) and independent non-affiliated Broker-Dealer (Crown Capital Securities, L.P.) providing planning and investment services. This entails educating and advising on Social Security withdrawal strategies, retirement income planning/strategies/investments, estate planning, tax reduction planning, and investments of all sorts including but not limited to equity and fixed income investments, life insurance and annuity products, alternative investments, and private equity investments. There is also a focus on holistic financial planning where we are keen on helping clients define their goals, passions, and struggles to then help them achieve a high percentage chance of success with those things using financial modeling software
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
2022-12-17
Primary Code
036
First Use Anywhere Date
2018-05-18
First Use In Commerce Date
2018-08-01
Current Trademark Owners
Party Type
10 - Original Applicant
Address
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Correspondences
Name
TORO BRAVO INVESTMENT ADVISORS, LLC
Address
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Trademark Events
Event DateEvent Description
2022-12-17NEW APPLICATION ENTERED IN TRAM