MORTON CAPITAL
Live / Registered — Registered (as of 25 Oct 2022)
What this means for you
Registered since 25 Oct 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90823777
- Registration number
- 6882976
- Mark type
- Stylized text
- Filed
- 12 Jul 2021
- Published for opposition
- 09 Aug 2022
- Registered
- 25 Oct 2022
- Attorney of record
- Lisa Teixeira Agueda
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning and financial advice in the field of selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized financial consulting in the nature of providing financial investment information, investment account financial management and securities brokerage services
- Class 041 — Education and entertainment services: Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors
Owner
- Morton Capital Management, LLC, Calabasas, CA, US
- Morton Capital Management, LLC, Calabasas, CA, US
- Morton Capital Management, LLC, Calabasas, CA, US
Prosecution history
- 25 Oct 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 25 Oct 2022 — REGISTERED-PRINCIPAL REGISTER
- 09 Aug 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 09 Aug 2022 — PUBLISHED FOR OPPOSITION
- 20 Jul 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 05 Jul 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 07 Jun 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 06 Jun 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 06 Jun 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 06 Dec 2021 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 06 Dec 2021 — NON-FINAL ACTION E-MAILED
- 06 Dec 2021 — NON-FINAL ACTION WRITTEN
- 02 Dec 2021 — ASSIGNED TO EXAMINER
- 17 Sept 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 15 Jul 2021 — NEW APPLICATION ENTERED