on 15 Mar 2024
Last Applicant/ Owned by
P.O. Box 110009
Naples
FL
34108
Serial Number
90245451 filed on 09th Oct 2020
Registration Number
N/A
Correspondent Address
Joel E. Tragesser
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
"WEALTH MANAGEMENT"
"WEALTH MANAGEMENT" Accounting consultation; Accounting for third parties; Analyzing and compiling business data; Analyzing and compiling business data in the fields of accounting, banking, financial, insurance, legal, and travel; Analyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and otherRead More
Banking; Banking and financing services; Banking consultation; Brokerage of bonds; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Capital investment; Checking account services; Clearing and reconciling financial transactions via a global computer network; Commodity brokerage; Commodity investment advice; Commodity trading for others; Credit and financial consultation; Cryptocurrency trading services; Currency trading; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, in investing in exchange and market products of cryptocurrency and cannabis; Financial analysis; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation in the field of cryptocurrency; Financial consulting services, namely, expert analysis in finance; Financial customs brokerage services; Financial evaluation for insurance purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, budget planning,; Funds investment, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments,; wealth management services; financial management and securities brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial retirement plan consulting services; Financial risk management; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing 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, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic remote check deposit services; Financial services, namely, gold trading; Financial services, namely, microfinance lending services; Financial services, namely, mortgage refinancing; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Financial trust planning; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance administration; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consulting in the field of casualty, property, and life insurance; Insurance information; Insurance information and consultancy; Insurance underwriting services for all types of insurance; Investment advice; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment of funds; Issuance of bank checks; Life insurance brokerage; Management of securities portfolios; Mortgage brokerage; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Online banking; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing a web site featuring personal financial information and financial advice; Providing financial consultation services in the field of investing in cryptocurrency and cannabis; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management 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 research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of financial stock and equity markets; Providing information in the field of personal finance; Providing information on trading options and on profiting from the time delay of options; Providing investors with financial information; Providing on-line financial calculators; Provision of financial information relating to the finance industry involved in environmentally focused investments; Quotation of stock market prices; Savings account services; Securities brokerage services; Securities deposit services; Securities exchange price quotations; Securities trading services for others via the Internet and the global information network; Services of a stockbroker; Stock broking services; Trading in securities; Trust management accounts; Underwriting, issuance and administration of annuities; all of the foregoing not including direct investments in movies and real estate services, namely managing, leasing, brokerage, and investing of commercial or real property
Accounting consultation; Accounting for third parties; Analyzing and compiling business data; Analyzing and compiling business data in the fields of accounting, banking, financial, insurance, legal, and travel; Analyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Consulting and information concerning accounting; Financial auditing; Financial records management; Financial statement preparation and analysis for businesses; Income tax consultation; Income tax preparation; Maintaining and recording the ownership of shares, stocks and securities; Management of tax files; Office functions in the nature of maintaining records of ownership of stocks, shares and securities; Office functions in the nature of maintaining records of settlements for transfers of stocks, shares and securities; Preparation of financial statements; Preparation of reports relating to finance and investments; Prognosis on economical affairs; Providing a website featuring public policy information in the field of tax reform and tax policy; Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices based on selected groups of securities; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing information, news and commentary in the field of business; Providing statistical information and indexes of mortgages, interests, and prices for others; Recording and registering the transfer of stocks, shares and securities; Tax advisory services; Tax assessment; Tax preparation; all of the foregoing not including general business management or administration and real estate services, namely managing, leasing, brokerage, and investing of commercial or real property
No 90245451
No Service Mark
No 173943.00009
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 15th Mar 2024 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| 04th Mar 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 20th Feb 2024 | PUBLISHED FOR OPPOSITION |
| 31st Jan 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 31st Jan 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 16th Jan 2024 | EXAMINERS AMENDMENT -WRITTEN |
| 16th Jan 2024 | EXAMINERS AMENDMENT E-MAILED |
| 16th Jan 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 16th Jan 2024 | EXAMINER'S AMENDMENT ENTERED |
| 16th Jan 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
