GET THE MOST LIFE OUT OF YOUR WEALTH
Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 05 Mar 2026)
What this means for you
Registered since 03 Dec 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88135285
- Registration number
- 5928155
- Mark type
- Stylized text
- Filed
- 27 Sept 2018
- Published for opposition
- 19 Feb 2019
- Registered
- 03 Dec 2019
- Attorney of record
- Pattric J. Rawlins
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services; financial planning; financial advice, namely, budget planning; financial portfolio management
- Class 041 — Education and entertainment services: [ providing on-line newsletters in the field of financial services and wealth management ]
Owner
- Morton Capital Management, LLC, Calabasas, CA, US
- Morton Capital Management, LLC, Calabasas, CA, US
- Morton Capital Management, LLC, Calabasas, CA, US
Prosecution history
- 05 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 05 Mar 2026 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 05 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 02 Dec 2025 — TEAS SECTION 8 & 15 RECEIVED
- 07 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 07 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 07 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 03 Dec 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 07 Jan 2024 — WITHDRAWAL OF ATTORNEY GRANTED
- 07 Jan 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED
- 03 Jan 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 03 Jan 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 03 Jan 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 03 Dec 2019 — REGISTERED-PRINCIPAL REGISTER
- 31 Oct 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED