Serial Number
87601308
Owner
Monograph Wealth Advisors, LLCAttorney
Michael S. PalmiscianoFirst Use Date
Jan 1, 2015
Filing Date
Sep 8, 2017
MONOGRAPH Trademark
Serial Number: 87601308 • Registration: 5495987
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
September 8, 2017
Registration Date
June 19, 2018
First Use Anywhere
January 1, 2015
First Use in Commerce
January 1, 2015
Published for Opposition
April 3, 2018
Goods & Services
Investment advisory and wealth planning services, namely, investment product analysis and selection, financial asset allocation, financial portfolio management and trading, financial investment research, cash flow analysis and management, insurance policy reviews, estate reviews in the nature of financial portfolio reviews, financial retirement plan and healthcare and insurance benefits analysis and coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Aggregation and reporting of financial data