Serial Number
97071191
Owner
Morton Capital Management, LLCAttorney
Pattric J. RawlinsFiling Date
Oct 12, 2021
MORTON WEALTH Trademark
Serial Number: 97071191 • Registration: 7103015
Trademark Classes
Owner Contact Info
27200 Agoura Road, Suite 200
Calabasas, CA 91301
Entity Type: 16
Legal Representation
Trademark Details
Filing Date
October 12, 2021
Registration Date
July 11, 2023
Published for Opposition
April 25, 2023
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
