SHIFT FINANCIAL GROUP Trademark
SHIFT FINANCIAL GROUP is a USPTO trademark filed by Michael Piccoli. Status: Registered.
Trademark Facts
| Mark | SHIFT FINANCIAL GROUP |
|---|---|
| Serial Number | 86680273 |
| Registration Number | 5751520 |
| Status | Registered |
| Filing Date | 2015-07-01 |
| Registration Date | 2019-05-14 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | Michael Piccoli |
| Attorney of Record | David H. Faux |
| Prosecution Events | 63 |
| Latest Event | C15A on 2025-02-07 |
Goods & Services
[ Consulting and information concerning insurance; ] financial advice, namely, budget planning; financial consultancy [ and insurance consultancy ] ; [ financial evaluation for insurance purposes; ] financial planning; financial planning and investment advisory services; financial planning consultation; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting [ , as well as life, disability, and long-term care insurance, ] as well as portfolio investment analysis and management; financial portfolio analysis services; financial portfolio management; insurance administration; [ insurance administration in the field of life, disability, and long-term care; insurance and financial information and consultancy services; insurance consultation; insurance information; insurance information and consultancy; ] management of portfolios of transferable securities; management of securities portfolios; "FINANCIAL GROUP"