ALIGN WEALTH MANAGEMENT
associated with 3 other trademarks
Fiduciary investment portfolio management, namely, fee-only tax planning for high net worth individuals Fiduciary investment portfolio management, nam...

Words that describe this trademark:

estate tax planning  high net worth  investment portfolio management  fiduciary investment  tax planning  portfolio management  retirement estate  planning  management  feeonly 

Serial Number:

88220745

Mark:

ALIGN WEALTH MANAGEMENT

Status:

Registered

Status Date:

12-17-2019

Filing Date:

Registration Number:

5935355

Registration Date:

12-17-2019

Goods and Services:

Fiduciary investment portfolio management, namely, fee-only tax planning for high net worth individuals Fiduciary investment portfolio management, namely, fee-only asset planning for retirement investments and estate planning for high net worth individuals; Investment management services, namely, fiduciary asset management of participant-directed investment plans; Investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for high net worth individuals and qualified retirement plans, all delivered as a Registered Investment Advisor (RIA); Fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services for high net worth individuals in the nature of investment portfolio design and rebalancing of investment portfolios

Mark Description:

N/A

Class:

Insurance

Type of Mark:

Servicemark

Published for Opposition Date:

10-01-2019

Mark Drawing Status:

Standart Character Mark

Abandon Date:

N/A

Business Name:

HILL WARD HENDERSON, P.A.

Correspondent Name:

Recent Trademark filings by this company