PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98737148
Word Mark
PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-09-06
Filing Date
2024-09-06
Mark Drawing
4 - Standard character mark
Statements
Goods and Services
Financial asset management; Financial planning; Financial planning consultation; Financial portfolio management; Financial planning for retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
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
2024-09-06
Primary Code
036
First Use Anywhere Date
2024-09-06
First Use In Commerce Date
2024-09-06
Current Trademark Owners
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Dunham & Associates Investment Counsel, Inc.
Address
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Trademark Events
| Event Date | Event Description |
| 2024-09-06 | NEW APPLICATION ENTERED |
