Serial 97265645
Live / Registered — Registered (as of 10 Mar 2026)
What this means for you
Registered since 10 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97265645
- Registration number
- 8169893
- Mark type
- Design / logo
- Filed
- 14 Feb 2022
- Published for opposition
- 30 May 2023
- Registered
- 10 Mar 2026
- Attorney of record
- Pattric 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; financial advice in the nature of selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized financial consulting in the nature of 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; providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online publications in the nature of articles and whitepapers 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
- 10 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 10 Mar 2026 — REGISTERED-PRINCIPAL REGISTER
- 13 Feb 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 13 Feb 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 26 Jan 2026 — ASSIGNED TO EXAMINER
- 23 Jan 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 17 Jul 2025 — USE AMENDMENT FILED
- 23 Jan 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 17 Jul 2025 — TEAS STATEMENT OF USE RECEIVED
- 04 Mar 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 16 Jan 2025 — SOU EXTENSION 3 GRANTED
- 15 Jan 2025 — SOU EXTENSION 3 FILED
- 15 Jan 2025 — SOU TEAS EXTENSION RECEIVED
- 25 Jul 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 25 Jul 2024 — SOU EXTENSION 2 GRANTED