TAX EQUIVALENT RETURN - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98635514
Word Mark
TAX EQUIVALENT RETURN
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-07-06
Filing Date
2024-07-06
Mark Drawing
4 - Standard character mark
Statements
Goods and Services
Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment; Capital investment services; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy relating to civil infrastructure investment; Financial planning and investment advisory services; 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, 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; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Management of a capital investment fund; Merchant banking and investment banking services; 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 regarding financial investment strategies; Providing venture capital, development capital, private equity and investment funding; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate funds investment 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
2024-07-06
Primary Code
036
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
DCA Family Office, LLC
Address
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Trademark Events
Event Date | Event Description |
2024-07-06 | NEW APPLICATION ENTERED |
2024-07-06 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |