1792 WEALTH ADVISORS Trademark
1792 WEALTH ADVISORS is a USPTO trademark filed by 1792 Wealth Advisors, LLC. Status: Registered.
Trademark Facts
| Mark | 1792 WEALTH ADVISORS |
|---|---|
| Serial Number | 87905634 |
| Registration Number | 5642104 |
| Status | Registered |
| Filing Date | 2018-05-03 |
| Registration Date | 2019-01-01 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | 1792 Wealth Advisors, LLC |
| Attorney of Record | Lori P. Hager, Esq. |
| Prosecution Events | 21 |
| Latest Event | APRE on 2025-03-18 |
Goods & Services
Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means in the field of personal finance and capital market consulting; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advisory services; Investment management in the fields of personal finance and capital market consulting; Investment of funds; Investment of funds for others in the fields of personal finance; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts; "WEALTH ADVISORS"