TAX EQUIVALENT RETURN

What this means for you

Not registered yet, but its 06 Jul 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

98635514

Mark type

Stylized text

Filed

06 Jul 2024

Attorney of record

Trevor A. Caudle, Esq.

Goods and services

• Class 036 — Insurance and financial services: Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment; Capital investment services; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy relating to civil infrastructure investment; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Management of a capital investment fund; Merchant banking and investment banking services; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information regarding financial investment strategies; Providing venture capital, development capital, private equity and investment funding; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate funds investment services

Owner

• DCA Family Office, LLC, Roseville, CA, US

Prosecution history

• 19 Mar 2026 — USE AMENDMENT ACCEPTED
• 19 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 19 Mar 2026 — NON-FINAL ACTION E-MAILED
• 19 Mar 2026 — NON-FINAL ACTION WRITTEN
• 17 Mar 2026 — AMENDMENT TO USE PROCESSING COMPLETE
• 17 Mar 2026 — USE AMENDMENT FILED
• 17 Mar 2026 — TEAS AMENDMENT OF USE RECEIVED
• 17 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 17 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 17 Mar 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
• 16 Mar 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 16 Mar 2026 — FINAL REFUSAL E-MAILED
• 16 Mar 2026 — FINAL REFUSAL WRITTEN
• 25 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 25 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE