Serial Number
87321494
Owner
Miramontes Capital, LLCAttorney
Christina S. LozaFirst Use Date
Jan 31, 2016
Filing Date
Feb 1, 2017
HIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL Trademark
Serial Number: 87321494 • Registration: 5392876
Trademark Classes
Owner Contact Info
5251 California Avenue, Suite #250
Irvine, CA 92617
Entity Type: 16
Legal Representation
Trademark Details
Filing Date
February 1, 2017
Registration Date
January 30, 2018
First Use Anywhere
January 31, 2016
First Use in Commerce
January 31, 2016
Published for Opposition
September 19, 2017
Cancellation Date
August 9, 2024
Goods & Services
Financial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; estate and trust planning; financial trust planning; financial consultations in the field of portfolio management and planning; online financial planning services; financial planning and services, namely, wealth management services; mutual fund planning and advisory services; hedge fund investment services; financial advisory and consultancy services; debt and expense counseling and management services; financial management of pension planning and rollover refinancing or reinvestment; investment advice and consulting; financial risk assessment services; financial services, namely, broker/dealer services in the field of stocks, bonds, mutual funds, and exchange traded funds; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
