MORTON CAPITAL
LIVE

Serial Number

90823777

Owner

Morton Capital Management, LLC

Attorney

Lisa Teixeira Agueda

Filing Date

Jul 12, 2021

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MORTON CAPITAL Trademark

Serial Number: 90823777 • Registration: 6882976

MORTON CAPITAL is a trademark filed by Morton Capital Management, LLC on July 12, 2021. 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 12, 2021

Registration Date

October 25, 2022

Published for Opposition

August 9, 2022

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

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 and financial advice in the field of selecting financial advisors; 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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 25, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 25, 2022 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 9, 2022 NPUB
PUBLISHED FOR OPPOSITION
Aug 9, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 20, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 5, 2022 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 7, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 6, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 6, 2022 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 6, 2021 GNRN
NON-FINAL ACTION E-MAILED
Dec 6, 2021 GNRT
NON-FINAL ACTION WRITTEN
Dec 6, 2021 CNRT
ASSIGNED TO EXAMINER
Dec 2, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 17, 2021 NWOS
NEW APPLICATION ENTERED
Jul 15, 2021 NWAP