Serial Number
90823807
Owner
Morton Capital Management, LLCAttorney
Lisa Teixeira AguedaFiling Date
Jul 12, 2021
MW STRATEGIST Trademark
Serial Number: 90823807
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
Not Registered
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; online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online publications 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, portfolio management, budget planning and selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized consulting investment information, investment account management, and securities brokerage services