Serial Number
97452174
Owner
GLASS JACOBSON INVESTMENT ADVISORS, LLCAttorney
Marc P. MisthalFirst Use Date
Jun 8, 2022
Filing Date
Jun 10, 2022
GLASS JACOBSON WEALTH ADVISORS Trademark
Serial Number: 97452174 • Registration: 7125278
Trademark Classes
Owner Contact Info
10711 RED RUN BOULEVARD
OWINGS MILLS, MD 21117
Entity Type: 16
Legal Representation
Correspondence Address
Marc P. Misthal OFFIT KURMAN, P.A.
590 Madison Ave., 6th Floor
New York, NY 10022
United States
Trademark Details
Filing Date
June 10, 2022
Registration Date
August 1, 2023
First Use Anywhere
June 8, 2022
First Use in Commerce
June 8, 2022
Published for Opposition
May 16, 2023
Goods & Services
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services
