AMERICA'S OPPORTUNITY ZONE EXPERTS
DEAD

Serial Number

88045312

Owner

Sound West Realty Capital

First Use Date

Jul 17, 2018

Filing Date

Jul 19, 2018

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AMERICA'S OPPORTUNITY ZONE EXPERTS Trademark

Serial Number: 88045312 • Registration: 5718306

AMERICA'S OPPORTUNITY ZONE EXPERTS is a trademark filed by Sound West Realty Capital on July 19, 2018. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

Sound West Realty Capital (5 trademarks)

423 Pacific Avenue, Suite 402
Bremerton, WA 98337

Entity Type: 13

Genovese, Gregory W (2 trademarks)

2401 Warren Rd
Walnut Creek, CA 94595

Entity Type: 01

Trademark Details

Filing Date

July 19, 2018

Registration Date

April 2, 2019

First Use Anywhere

July 17, 2018

First Use in Commerce

July 17, 2018

Cancellation Date

October 17, 2025

Goods & Services

Investment advice; Investment advice in the fields of opportunity zones; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment consultation in the fields of opportunity zones; Investment management; Investment management in the fields of securities; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of securities; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Commodity investment advice; Consultancy of capital investment; Consultation in art as an investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of opportunity zones; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; Financial information provided by electronic means in the field of opportunity zones; Financial management in the field of opportunity zones; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; 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 services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services

Filing History

CANCELLED SEC. 8 (6-YR)
Oct 17, 2025 C8..
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 2, 2024 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Apr 2, 2019 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 22, 2019 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Feb 15, 2019 CNTA
EXAMINER'S AMENDMENT ENTERED
Feb 15, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 15, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 15, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 15, 2019 CNEA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Feb 8, 2019 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Jan 8, 2019 PBCR
ASSIGNED TO LIE
Dec 26, 2018 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 6, 2018 CNSA
EXAMINER'S AMENDMENT ENTERED
Dec 6, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Dec 6, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
Dec 6, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
Dec 6, 2018 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 22, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 21, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 21, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 13, 2018 GNRN
NON-FINAL ACTION E-MAILED
Nov 13, 2018 GNRT
NON-FINAL ACTION WRITTEN
Nov 13, 2018 CNRT
ASSIGNED TO EXAMINER
Nov 6, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 25, 2018 NWOS
NEW APPLICATION ENTERED
Jul 23, 2018 NWAP