HALBERT HARGROVE GLOBAL ADVISORS, LLC logo

HALBERT HARGROVE GLOBAL ADVISORS, LLC

23 Marks
LLC
First Filed:Apr 14, 2011Latest Filed:Feb 15, 2024Address:111 West Ocean Blvd., 23rd Floor, Long Beach, CA 90802, US

Portfolio Overview

Top Classes

Class 36
Insurance, Financial Services & Real Estate
20(87%)
Class 16
Paper Goods and Printed Matter
2(9%)
Class 42
Software, IT Services & Scientific Research
1(4%)

TTAB Proceedings

Total Proceedings
5
As Plaintiff
1(20%)
As Defendant
4(80%)

Top Firms

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Trademark Activity Timeline(2011 – 2024)

Trademark Portfolio

23 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
OPTIMIZING LONGEVITY
OPTIMIZING LONGEVITY
Service Mark
Word
PENDING
Owner:
Serial:98407288
Filed:Feb 15, 2024
Classes:36
Description: Fiduciary investment management and wealth advisory services in the nature of financial and investment advisory services for high net worth individuals and families
LONGEVITY GUIDES
LONGEVITY GUIDES
Service Mark
Word
PENDING
Owner:
Serial:90766365
Filed:Jun 10, 2021
Classes:36
Description: Financial planning; financial counseling services helping others to reach their financial goals; "GUIDES"; Providing on-line non-downloadable software to allow client to enter cash flow and holding estimates to generate a personal funded ratio for the client
LONGEVITY MATTERS
LONGEVITY MATTERS
Trademark
Word
REGISTERED
Owner:
Serial:88290870
Filed:Feb 6, 2019
Classes:16
Registration:6005247
Registered:Mar 10, 2020
Description: Publications, namely, brochures, booklets, and magazines in the field of investment, financial and life planning with increasing longevity as a core organizing principle; "LONGEVITY"
INTELLIGENT BETA
INTELLIGENT BETA
Service Mark
Word
CANCELLED
Owner:
Serial:88173738
Filed:Oct 29, 2018
Classes:36
Registration:5734034
Registered:Apr 23, 2019
Description: Advice relating to investments
LONGEVITY CHANGES EVERYTHING
LONGEVITY CHANGES EVERYTHING
Service Mark
Word
REGISTERED
Owner:
Serial:88116468
Filed:Sep 13, 2018
Classes:36
Registration:5733016
Registered:Apr 23, 2019
Description: Financial counseling and planning services, both in person and on-line
LONGEVITY GUIDEPOSTS
LONGEVITY GUIDEPOSTS
Service Mark
Word
REGISTERED
Owner:
Serial:88982473
Filed:Sep 13, 2018
Classes:36
Registration:6494482
Registered:Sep 21, 2021
Description: Financial planning; financial counseling services helping others to reach their financial goals
LONGEVITY GUIDEPOSTS
LONGEVITY GUIDEPOSTS
Service Mark
Word
ABANDONED
Owner:
Serial:88116414
Filed:Sep 13, 2018
Classes:42
LONGEVITY NAVIGATORS
LONGEVITY NAVIGATORS
Service Mark
Word
ABANDONED
Owner:
Serial:88116502
Filed:Sep 13, 2018
Classes:36
FIDUCIARY ADVICE. A PERSONAL RELATIONSHIP.
FIDUCIARY ADVICE. A PERSONAL RELATIONSHIP.
Service Mark
Word
CANCELLED
Owner:
Serial:87640319
Filed:Oct 10, 2017
Classes:36
Registration:5484874
Registered:Jun 5, 2018
Description: Investment Management; "FIDUCIARY ADVICE"
FITS: FIDUCIARY INVESTMENT TRAINING SYSTEM
FITS: FIDUCIARY INVESTMENT TRAINING SYSTEM
Service Mark
Word
ABANDONED
Owner:
Serial:87640349
Filed:Oct 10, 2017
Classes:36
INVESTING TO INTEGRATE YOUR MONEY AND YOUR LIFE
INVESTING TO INTEGRATE YOUR MONEY AND YOUR LIFE
Service Mark
Word
REGISTERED
Owner:
Serial:87640332
Filed:Oct 10, 2017
Classes:36
Registration:5469021
Registered:May 15, 2018
Description: Investment management
LIFEPHASE INVESTING
LIFEPHASE INVESTING
Service Mark
Word
REGISTERED
Owner:
Serial:87372116
Filed:Mar 15, 2017
Classes:36
Registration:5450338
Registered:Apr 17, 2018
Description: Investment management and financial planning services provided through an online, digitally-based computer platform and in-person
PERSONAL FUNDED RATIO
PERSONAL FUNDED RATIO
Service Mark
Word
ABANDONED
Owner:
Serial:87268332
Filed:Dec 14, 2016
Classes:36
CURATION ASSISTANCE FOR LONG LIVES, WELL-LIVED
CURATION ASSISTANCE FOR LONG LIVES, WELL-LIVED
Service Mark
Word
ABANDONED
Owner:
Serial:87174158
Filed:Sep 16, 2016
Classes:36
LIFECYCLE3 INVESTING
LIFECYCLE3 INVESTING
Service Mark
Word
ABANDONED
Owner:
Serial:86707523
Filed:Jul 28, 2015
Classes:36
Description: "INVESTING"
FUTURE-WISE
FUTURE-WISE
Service Mark
Word
CANCELLED
Owner:
Serial:86624079
Filed:May 8, 2015
Classes:36
Registration:5078857
Registered:Nov 8, 2016
FUTUREWISE
FUTUREWISE
Service Mark
Word
ABANDONED
Owner:
Serial:86624068
Filed:May 8, 2015
Classes:36
INVESTORS SERENITY PRAYER
INVESTORS SERENITY PRAYER
Trademark
Word
CANCELLED
Owner:
Serial:86307722
Filed:Jun 12, 2014
Classes:16
Registration:4780321
Registered:Jul 28, 2015
Description: "INVESTORS"
PERSONAL GPS
PERSONAL GPS
Service Mark
Word
REGISTERED
Owner:
Serial:86307777
Filed:Jun 12, 2014
Classes:36
Registration:4780322
Registered:Jul 28, 2015
Description: Financial counseling and planning services
NEW RETIREMENT FORUM
NEW RETIREMENT FORUM
Service Mark
Word
CANCELLED
Owner:
Serial:85535833
Filed:Feb 7, 2012
Classes:36
Registration:4355664
Registered:Jun 18, 2013
3 PHASES OF FINANCIAL LIFE: 3 DIMENSIONS OF RISK
3 PHASES OF FINANCIAL LIFE: 3 DIMENSIONS OF RISK
Service Mark
Word
CANCELLED
Owner:
Serial:85317269
Filed:May 10, 2011
Classes:36
Registration:4181844
Registered:Jul 31, 2012
INTELLIGENT REBALANCING
INTELLIGENT REBALANCING
Service Mark
Word
REGISTERED
Owner:
Serial:85317311
Filed:May 10, 2011
Classes:36
Registration:4192824
Registered:Aug 21, 2012
Description: Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
INTELLIGENT BETA
INTELLIGENT BETA
Service Mark
Word
REGISTERED
Owner:
Serial:85294931
Filed:Apr 14, 2011
Classes:36
Registration:4228004
Registered:Oct 16, 2012
Description: Advice relating to investments