ADVICE ENGAGEMENT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98079142
Word Mark
ADVICE ENGAGEMENT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2023-07-14
Filing Date
2023-07-11
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of the words ADVICE ENGAGEMENT to the right of interlocking quote bubbles within a triangle design.
Goods and Services
Family succession planning; business transition planning; tax planning
Goods and Services
Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families
Goods and Services
Software as a service (SaaS) services featuring computer and mobile device software for financial consulting, investment advice, family succession, financial portfolio and financial legacy consulting and advice, financial planning, wealth management, estate settlement, estate planning, and family office services, namely, financial planning, investment, lifestyle and legacy advice tailored to wealthy families
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2023-07-14
Primary Code
035
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
2023-07-14
Primary Code
036
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2023-07-14
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Correspondences
Name
THOMAS F. BERGERT
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2023-07-14 | NEW APPLICATION ENTERED |
