1834 INSTITUTIONAL Trademark
Serial Number: 97474082 • Registration: 7698064
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Caitlin Byczko BARNES & THORNBURG LLP
11 SOUTH MERIDIAN STREET
INDIANAPOLIS, IN 46204
United States
Trademark Details
Filing Date
June 24, 2022
Registration Date
February 18, 2025
Published for Opposition
May 23, 2023
Goods & Services
private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocks, ETFs, mutual funds, bonds, and retirement; financial services, namely, wealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, wealth management services in the nature of wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits, namely, investment and asset management, corporate trust company services, philanthropy consultation related to fundraising and endowments, and financial administration of employee-sponsored retirement plans
Filing History
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