Serial Number
90823777
Owner
Morton Capital Management, LLCAttorney
Lisa Teixeira AguedaFiling Date
Jul 12, 2021
MORTON CAPITAL Trademark
Serial Number: 90823777 • Registration: 6882976
Trademark Classes
Owner Contact Info
27200 Agoura Road, Suite 200
Calabasas, CA 91301
Entity Type: 16
Legal Representation
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