MATRIARCH WEALTH MANAGEMENT Trademark
MATRIARCH WEALTH MANAGEMENT is a USPTO trademark filed by Matriarch Wealth Management, LLC. Status: Registered.
Trademark Facts
| Mark | MATRIARCH WEALTH MANAGEMENT |
|---|---|
| Serial Number | 98067676 |
| Registration Number | 7511563 |
| Status | Registered |
| Filing Date | 2023-06-30 |
| Registration Date | 2024-09-24 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | Matriarch Wealth Management, LLC |
| Attorney of Record | B. Anna McCoy |
| Prosecution Events | 15 |
| Latest Event | R.PR on 2024-09-24 |
Goods & Services
Class 036: Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation being investment management, cash management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial trust and estate administration services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services