Serial Number
98075966
Owner
Morton Capital Management, LLCAttorney
Pattric J. RawlinsFirst Use Date
Apr 18, 2023
Filing Date
Jul 7, 2023
MODEARN Trademark
Serial Number: 98075966 • Registration: 7883490
Trademark Classes
Owner Contact Info
27200 Agoura Road, Suite 200
Calabasas, CA 91301
Entity Type: 16
Legal Representation
Correspondence Address
Pattric J. Rawlins PROCOPIO, CORY, HARGREAVES & SAVITCH LLP
525 B STREET SUITE 2200
SAN DIEGO, CA 92101
United States
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