DISCIPLINE ADVISORS Trademark
DISCIPLINE ADVISORS is a USPTO trademark filed by DAI Securities, LLC. Status: Pending.
Trademark Facts
| Mark | DISCIPLINE ADVISORS |
|---|---|
| Serial Number | 98654864 |
| Status | Pending |
| Filing Date | 2024-07-18 |
| Mark Type | Combined |
| Nice Classes | 036 (Financial Services) |
| Owner | DAI Securities, LLC |
| Attorney of Record | Kenneth L Kunkle |
| Prosecution Events | 16 |
| Latest Event | R.PR on 2025-04-29 |
Goods & Services
Financial asset management; Financial consultation in the field of private equity, real estate, tax deferred exchanges, Delaware statutory trusts (DSTs), estate planning and consulting, and life insurance; Financial portfolio management; Financial retirement plan consulting services; Financial advisory and consultancy services, namely, providing advice and recommendations for tax planning and estate purposes; Investment consultation in the fields of private equity, real estate, tax deferred exchanges, Delaware statutory trusts (DSTs), estate planning and consulting, and life insurance; Real estate investment services; Real estate consultancy; Financial advisory and consultancy services; Financial advisory services; Financial information and advisory services; Financial planning and investment advisory services; Investment advisory services; "ADVISORS"