CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS Trademark

Serial Number: 99652141 • Registration: 8445367

CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS is a trademark filed by Waterloo Capital Management, LLC on February 13, 2026. 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

Waterloo Capital Management, LLC (4 trademarks)

2700 Via Fortuna, Suite 100
Austin, TX 78746

Entity Type: 16

Legal Representation

Attorney of Record

Emily Poole

80 trademarks filed View all →

Correspondence Address

Emily Poole Pirkey Barber PLLC

1801 East 6th Street, Suite 300

Austin, TX 78702

United States

Trademark Details

Filing Date

February 13, 2026

Registration Date

September 15, 2026

Goods & Services

Financial planning and investment advisory services; Financial asset management; Investment consultation; Financial research; Financial information; Financial analysis; Financial advice; Financial consultation; Financial management; Investment brokerage; Investment management; Mutual fund investment; Financial risk assessment services; Investment risk assessment services; Financial portfolio analysis services; Funds investment; Management of a capital investment fund; Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial due diligence; Financial valuations