GleanMark

CV ADVISORS Trademark

CV ADVISORS is a USPTO trademark filed by CV Advisors LLC. Status: Registered.

Trademark Facts

MarkCV ADVISORS
Serial Number87030128
Registration Number5456166
StatusRegistered
Filing Date2016-05-09
Registration Date2018-05-01
Mark TypeCombined
Nice Classes036 (Financial Services)
OwnerCV Advisors LLC
Attorney of RecordEmilia F. Cannella
Prosecution Events32
Latest EventNURC on 2026-01-06

Goods & Services

Class 036: Family office services, namely, wealth management, financial and investment risk management, financial planning, estate planning, retirement planning, namely, financial planning for retirement, developing and managing charitable donation programs of others, advice and consultation regarding insurance needs and policies, and financial portfolio consulting and advisory services tailored to wealthy families; all of the foregoing excluding investment management of funds, asset acquisition and management of investment property, and real estate investment trust services

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