Serial Number
98079142
Owner
ADVICE ENGAGEMENT, INC.Attorney
Thomas F. BergertFiling Date
Jul 11, 2023
ADVICE ENGAGEMENT Trademark
Serial Number: 98079142
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
9820 Willow Creek Road, Suite 105
San Diego, CA 92131
Entity Type: 03
Legal Representation
Correspondence Address
Thomas F. Bergert WILLIAMS MULLEN
323 2ND STREET SE, SUITE 900
CHARLOTTESVILLE, VA 22902
United States
Trademark Details
Filing Date
July 11, 2023
Registration Date
Not Registered
Published for Opposition
May 21, 2024
Goods & Services
Family business succession planning; business transition planning; tax planning
Software as a service (SaaS) services featuring computer software for creating, accessing and editing interactive game presentations in the fields of financial consulting, investment advice, family succession, financial portfolio and financial legacy consulting and advice, financial planning, wealth management, estate settlement, estate planning, and family office services, namely, financial planning, investment, lifestyle and legacy advice tailored to wealthy families
Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families
