TAX GAIN HARVESTING

What this means for you

This application is over — abandoned 31 Mar 2025. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number

98681714

Mark type

Stylized text

Filed

04 Aug 2024

Abandoned

31 Mar 2025

Goods and services

• Class 036 — Insurance and financial services: Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; 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; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Consultation in art as an investment; Equity capital investment; Financial investment analysis and stock research; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; 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 in the nature of an investment security; 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; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and financial research services relating to finance and investments; Management of a capital investment fund; 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 research in the field of finance and financial investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for families and other tax paying entities; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; 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 investment trust services; Real estate funds investment services

Owner

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

Prosecution history

• 15 Apr 2025 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 15 Apr 2025 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 30 Dec 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 30 Dec 2024 — NON-FINAL ACTION E-MAILED
• 30 Dec 2024 — NON-FINAL ACTION WRITTEN
• 29 Dec 2024 — ASSIGNED TO EXAMINER
• 04 Aug 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 04 Aug 2024 — NEW APPLICATION ENTERED