Serial Number:
97717723
Mark:
TORO BRAVO INVESTMENT ADVISORS, LLC
Status:
Abandoned-Failure to Respond
Status Date:
01-11-2024
Filing Date:
Registration Number:
N/A
Registration Date:
N/A
We are a full service wealth management firm as both a Registered Investment Advisor (Toro Bravo Investment Advisors, LLC) and independent non-affiliated Broker-Dealer (Crown Capital Securities, L.P.) providing planning and investment services. This entails educating and advising on Social Security withdrawal strategies, retirement income planning/strategies/investments, estate planning, tax reduction planning, and investments of all sorts including but not limited to equity and fixed income investments, life insurance and annuity products, alternative investments, and private equity investments. There is also a focus on holistic financial planning where we are keen on helping clients define their goals, passions, and struggles to then help them achieve a high percentage chance of success with those things using financial modeling software
Mark Description:
The mark consists of This is a bull with defining features characterized by the use of negative space.
Class:
Insurance
Type of Mark:
Servicemark
Published for Opposition Date:
N/A
Mark Drawing Status:
Design plus Words, Letters, and/or Numbers
Abandon Date:
12-26-2023
Business Name:
N/A
Correspondent Name:
