Serial Number
90632960
Owner
Valentine Britt LLCAttorney
Nathaniel St. Clair IIFirst Use Date
Aug 31, 2009
Filing Date
Apr 8, 2021
INCLUSIVE WEALTH MANAGEMENT Trademark
Serial Number: 90632960 • Registration: 7970892
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Nathaniel St. Clair, II
2323 ROSS AVENUE, SUITE 600
DALLAS, TX 75201
United States
Trademark Details
Filing Date
April 8, 2021
Registration Date
September 30, 2025
First Use Anywhere
August 31, 2009
First Use in Commerce
August 31, 2009
Goods & Services
Financial portfolio management services for clients consisting of asset and wealth management; Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, and writing property and casualty insurance; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; insurance brokerage
