GleanMark

1031 FINANCIAL Trademark

1031 FINANCIAL is a USPTO trademark filed by Scott Offerman. Status: Registered.

Trademark Facts

Mark1031 FINANCIAL
Serial Number88637794
Registration Number6274477
StatusRegistered
Filing Date2019-10-01
Registration Date2021-02-16
Mark TypeWord
Nice Classes036 (Financial Services)
OwnerScott Offerman
Attorney of RecordDavid A. Boag
Prosecution Events24
Latest EventREM1 on 2026-02-16

Goods & Services

Class 036: investment services, namely, providing investment analysis, consultation, planning, management, advisory, brokerage, portfolio management, asset management, trust and estate management and research services with respect to securities, real estate, Delaware statutory trusts and other instruments of investment; financial consultation and management services relating to Internal Revenue Code Section 1031 on tax deferred property exchange transactions; serving as a qualified financial intermediary for tax-deferred exchanges for real and personal property, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit via tax-deferred exchanges for real and personal property

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