MODEARN
LIVE

Serial Number

98075966

Owner

Morton Capital Management, LLC

Attorney

Pattric J. Rawlins

First Use Date

Apr 18, 2023

Filing Date

Jul 7, 2023

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MODEARN Trademark

Serial Number: 98075966 • Registration: 7883490

MODEARN is a trademark filed by Morton Capital Management, LLC on July 7, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently registered and active.

Owner Contact Info

Morton Capital Management, LLC (13 trademarks)

27200 Agoura Road, Suite 200
Calabasas, CA 91301

Entity Type: 16

Trademark Details

Filing Date

July 7, 2023

Registration Date

August 5, 2025

First Use Anywhere

April 18, 2023

First Use in Commerce

April 18, 2023

Published for Opposition

July 30, 2024

Goods & Services

Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online publications in the nature of blogs in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing on-line newsletters in the field of financial services and wealth management

Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning; Mutual fund investment services; Retirement fund investment services; Investment management services; Providing personalized financial consulting in the nature of providing financial investment information, investment account financial management and securities brokerage services; Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning; Providing personalized financial consulting in the nature of investment information, investment account financial management and securities brokerage services; Financial services, namely, wealth management services; Financial planning; Financial advice, namely, budget planning; Financial portfolio management

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Aug 5, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Aug 5, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jul 16, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 11, 2025 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jun 21, 2025 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jun 21, 2025 AITU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 22, 2025 EXRA
USE AMENDMENT FILED
Mar 21, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Mar 21, 2025 EISU
SOU EXTENSION 1 GRANTED
Mar 21, 2025 EX1G
SOU EXTENSION 1 FILED
Mar 21, 2025 EXT1
SOU TEAS EXTENSION RECEIVED
Mar 21, 2025 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 24, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 30, 2024 NPUB
PUBLISHED FOR OPPOSITION
Jul 30, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 10, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 25, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 24, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 24, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 24, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 24, 2024 CNEA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jun 20, 2024 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jun 20, 2024 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 20, 2024 GNRN
NON-FINAL ACTION E-MAILED
Mar 20, 2024 GNRT
NON-FINAL ACTION WRITTEN
Mar 20, 2024 CNRT
ASSIGNED TO EXAMINER
Mar 18, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 8, 2023 NWOS
NEW APPLICATION ENTERED
Jul 11, 2023 NWAP