RIVERVIEW PRIVATE WEALTH
Live / Applied — New application — not yet assigned to an examiner (as of 23 Mar 2026)
What this means for you
Not registered yet, but its 23 Mar 2026 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
- 99718070
- Mark type
- Stylized text
- Filed
- 23 Mar 2026
- Attorney of record
- Nicholas T. Santucci
Goods and services
- Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial advisory and consultancy services, namely, advice relating to investments, asset management, cash management, financial analysis and consultation, financial planning consultation, financial portfolio management, financial research, and financial risk management; Providing stock/securities market information; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Consumer lending services; Mutual fund investment; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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 trust operations; Trust services, namely, investment and trust company services; Insurance services, namely, writing property and casualty insurance; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services; Insurance brokerage
Owner
- James W. Thomas II, Annapolis, MD, US
- Donald W. Collett, Annapolis, MD, US
Prosecution history
- 23 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 23 Mar 2026 — NEW APPLICATION ENTERED