Serial Number
90157053
Owner
Cyndeo Wealth Partners, LLCAttorney
B. Anna McCoyFirst Use Date
Jun 12, 2020
Filing Date
Sep 3, 2020
CYNDEO WEALTH PARTNERS Trademark
Serial Number: 90157053 • Registration: 6360583
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
B. Anna McCoy MCCOY RUSSELL LLP
1410 NW Johnson Street
SUITE 201
Portland, OR 97209
UNITED STATES
Trademark Details
Filing Date
September 3, 2020
Registration Date
May 25, 2021
First Use Anywhere
June 12, 2020
First Use in Commerce
June 12, 2020
Published for Opposition
March 9, 2021
Goods & Services
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services