Serial Number
88760339
Owner
Dune Lake Capital LLCAttorney
William R. SamuelsFirst Use Date
Jan 31, 2023
Filing Date
Jan 15, 2020
DUNE LAKE CAPITAL LLC Trademark
Serial Number: 88760339 • Registration: 7355711
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
William R. Samuels COLE-FRIEMAN & MALLON LLP
201 California St. Suite #350
San Francisco, CA 94111
United States
Trademark Details
Filing Date
January 15, 2020
Registration Date
April 9, 2024
First Use Anywhere
January 31, 2023
First Use in Commerce
January 31, 2023
Published for Opposition
June 8, 2021
Goods & 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services, namely, advising others regarding intellectual property investments; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning and investment advisory services; Financial research and information services
