Serial Number
97069175
Owner
Intergy Private Wealth, LLCAttorney
B. Anna McCoyFirst Use Date
Oct 1, 2021
Filing Date
Oct 11, 2021
INTERGY PRIVATE WEALTH Trademark
Serial Number: 97069175 • Registration: 7078159
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
October 11, 2021
Registration Date
June 13, 2023
First Use Anywhere
October 1, 2021
First Use in Commerce
October 1, 2021
Published for Opposition
March 28, 2023
Goods & Services
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning 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, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services