CAPITAL PLANNING ADVISORS Trademark

Serial Number: 86386017

CAPITAL PLANNING ADVISORS is a trademark filed by Capital Planning Advisors, LLC on September 4, 2014. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

Capital Planning Advisors, LLC

Suite 175
Sacramento, CA 95825

Entity Type: 16

Trademark Details

Filing Date

September 4, 2014

Registration Date

Not Registered

First Use Anywhere

March 1, 2007

First Use in Commerce

March 1, 2007

Goods & Services

Financial consultation; Financial consultation in the field of business-ownership legacy planning, estate planning, financial planning, investment and risk-management planning, wealth-management and protection consulting, asset-allocation and portfolio management, and providing investment research and evaluation, financial reporting and analysis, and insurance plan solutions.; Financial consulting; Financial planning; Financial planning consultation; Financial planning, namely, business-ownership legacy planning, estate planning, financial planning, investment and risk-management planning, wealth-management and protection consulting, asset-allocation and portfolio management, and providing investment research and evaluation, financial reporting and analysis, and insurance plan solutions

Business consultation; Business consultation services; Business consulting services in the field of business planning, business-ownership succession planning, and providing qualified retirement and non-qualified retirement plans.; Business planning