BROAD OAK Trademark

Serial Number: 88811928 • Registration: 6173481

BROAD OAK is a trademark filed by BROAD OAK ADVISORS, LLC on February 26, 2020. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

BROAD OAK ADVISORS, LLC (4 trademarks)

108 1/2 West 1st Street
Salida, CO 81201

Entity Type: 16

Legal Representation

Attorney of Record

Bruce T. Margulies

677 trademarks filed View all →

Correspondence Address

Bruce T Margulies MARGULIES LAW PLLC

700 MARKET STREET #218

CHAPEL HILL, NC 27516

UNITED STATES

Trademark Details

Filing Date

February 26, 2020

Registration Date

October 13, 2020

First Use Anywhere

June 15, 2006

First Use in Commerce

June 15, 2006

Published for Opposition

July 28, 2020

Goods & Services

FINANCIAL SERVICES NAMELY PROVIDING FINANCIAL INVESTMENT BROKERAGE AND INVESTMENT BANKING SERVICES, ACCESSING CAPITAL MARKETS, NAMELY, Brokerage services for capital investments; QUANTITATIVE AND PRO FORMA FINANCIAL ANALYSIS, INVESTMENT RISK ASSESSMENT SERVICES, Financial analysis, relating to securities, AND Providing venture capital investment funding