Serial Number
99680512
Owner
KCA Wealth Management LLCAttorney
John P. NewellFirst Use Date
Sep 12, 2016
Filing Date
Mar 3, 2026
KCA WEALTH MANAGEMENT Trademark
Serial Number: 99680512
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
John P. Newell Swyft Legal LLC
1814 North Memorial Way
Houston, TX 77007
United States
Trademark Details
Filing Date
March 3, 2026
Registration Date
Not Registered
First Use Anywhere
September 12, 2016
First Use in Commerce
January 1, 2017
Goods & Services
Business management consulting; Business strategic planning services; Business succession planning; Business advisory services; Business risk management consultation; Business advisory services in the field of exit option evaluation, pre-sale preparation, business optimization prior to sale, post-transaction financial transition planning, liquidity event planning; Business acquisition and merger consultation; Providing business continuity consulting; Tax planning
Financial administration of retirement plans; Financial planning; Financial wealth management services; Financial asset management in the field of retirement savings plans and income, real estate, trusts and estates; Investment consultation; Financial retirement plan consulting services; Annuity brokerage services; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial risk management consultation; Insurance agency and brokerage; Estate planning; Real estate investment consultancy; Real estate investment trust advisory services