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Solid Oak Advisory Co

5 Marks
LLC
First Filed:Jun 25, 2020Latest Filed:Mar 9, 2021Address:McMurray, PA 15317

Portfolio Overview

Registered
5(100%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
5(100%)
Class 35
Advertising, Business Services & Retail
5(100%)

TTAB Proceedings

No litigation activity

Top Firms

Meyer, Unkovic & Scott LLP(Mar 2021)
5

Trademark Portfolio

5 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
KICK DEBT IN THE NUTS!
KICK DEBT IN THE NUTS!
Service Mark
Word
REGISTERED
Owner:
Serial:90567451
Filed:Mar 9, 2021
Classes:35, 36
Registration:6835062
Registered:Aug 30, 2022
Goods & Services
Tax assessment, tax consultation, tax preparation, and business risk management services; family business consulting; Tax and taxation planning, advice, information and consultancy services; Professional business consulting; payroll preparations; Accounting Services, namely, bookkeeping, tax preparation, tax planning | Financial analysis and planning; financial asset management; debt management; financial risk management; financial trust planning and wealth distribution financial planning; Credit and financial consultation; Debt management consultation; Financial consulting; Financial risk assessment services; Financial planning and investment advisory services; financial forecasting in the nature of preparing financial forecasts; financial research; Financial advisory and consultancy services; Financial investment brokerage services; Financial retirement plan consulting services; Financial services, namely, wealth management services and family office wealth and investment management services for wealthy families; Financial and investment services, namely, investment advice and advisory services; financial, investment, and actuarial consultation; financial and investment research; banking services; retirement financial planning; private mutual fund planning and advising; and annuities investment management
SOLID OAK
SOLID OAK
Service Mark
Combined
REGISTERED
Owner:
Serial:90567446
Filed:Mar 9, 2021
Classes:35, 36
Registration:6835061
Registered:Aug 30, 2022
Goods & Services
Tax assessment, tax consultation, tax preparation, and business risk management services; family business consulting; Tax and taxation planning, advice, information and consultancy services; Professional business consulting; payroll preparations; Accounting Services, namely, bookkeeping, tax preparation, tax planning | Financial analysis and planning; financial asset management; debt management; financial risk management; financial trust planning and wealth distribution financial planning; Credit and financial consultation; Debt management consultation; Financial consulting; Financial risk assessment services; Financial planning and investment advisory services; financial forecasting in the nature of preparing financial forecasts; financial research; Financial advisory and consultancy services; Financial investment brokerage services; Financial retirement plan consulting services; Financial services, namely, wealth management services and family office wealth and investment management services for wealthy families; Financial and investment services, namely, investment advice and advisory services; financial, investment, and actuarial consultation; financial and investment research; banking services; retirement financial planning; private mutual fund planning and advising; and annuities investment management
90020627
90020627
Service Mark
Design
REGISTERED
Owner:
Serial:90020627
Filed:Jun 25, 2020
Classes:35, 36
Registration:6472387
Registered:Aug 31, 2021
Goods & Services
Tax assessment, tax consultation, tax preparation, and business risk management services; family business consulting; tax and taxation planning, advice, information and consultancy services; professional business consulting; payroll preparations; accounting services, namely, bookkeeping, tax preparation, tax planning
SOLID OAK ADVISORY
SOLID OAK ADVISORY
Service Mark
Word
REGISTERED
Owner:
Serial:90020658
Filed:Jun 25, 2020
Classes:35, 36
Registration:6472388
Registered:Aug 31, 2021
Goods & Services
Class 035: Tax assessment, tax consultation, tax preparation, and business risk management services; family business consulting; tax and taxation planning, advice, information and consultancy services; professional business consulting; payroll preparations; accounting services, namely, bookkeeping, tax preparation, tax planning; Class 036: Financial analysis and planning; financial asset management; debt management; financial risk management; trust and wealth distribution planning; credit and financial consultation; debt management consultation; financial consulting; financial risk assessment services; financial planning and investment advisory services; preparing financial forecasts; financial research; financial advisory and consultancy services; financial investment brokerage services; financial planning and investment advisory services; financial retirement plan consulting services; financial services, namely, wealth management services; financial and investment services, namely, investment advice and advisory services, financial, investment, and actuarial consultation, financial and investment research, banking, retirement financial planning, and annuities investment
SOLID OAK ADVISORY
SOLID OAK ADVISORY
Service Mark
Combined
REGISTERED
Owner:
Serial:90020726
Filed:Jun 25, 2020
Classes:35, 36
Registration:6472389
Registered:Aug 31, 2021
Goods & Services
Class 035: Tax assessment, tax consultation, tax preparation, and business risk management services; family business consulting; tax and taxation planning, advice, information and consultancy services; professional business consulting; payroll preparations; accounting services, namely, bookkeeping, tax preparation, tax planning; Class 036: Financial analysis and planning; financial asset management; debt management; financial risk management; trust and wealth distribution planning; credit and financial consultation; debt management consultation; financial consulting; financial risk assessment services; financial planning and investment advisory services; preparing financial forecasts; financial research; financial advisory and consultancy services; financial investment brokerage services; financial planning and investment advisory services; financial retirement plan consulting services; financial services, namely, wealth management services; financial and investment services, namely, investment advice and advisory services, financial, investment, and actuarial consultation, financial and investment research, banking, retirement financial planning, and annuities investment

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