MORTON WEALTH
Live / Registered — Registered (as of 11 Jul 2023)
What this means for you
Registered since 11 Jul 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97071191
- Registration number
- 7103015
- Mark type
- Stylized text
- Filed
- 12 Oct 2021
- Published for opposition
- 25 Apr 2023
- Registered
- 11 Jul 2023
- Attorney of record
- Pattric J. Rawlins
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
Prior registrations
Prosecution history
- 08 Dec 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 08 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 08 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 11 Jul 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 11 Jul 2023 — REGISTERED-PRINCIPAL REGISTER
- 25 Apr 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 25 Apr 2023 — PUBLISHED FOR OPPOSITION
- 05 Apr 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 17 Mar 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 16 Mar 2023 — EXAMINER'S AMENDMENT ENTERED
- 16 Mar 2023 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 16 Mar 2023 — EXAMINERS AMENDMENT E-MAILED
- 16 Mar 2023 — EXAMINERS AMENDMENT -WRITTEN
- 29 Dec 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED