Serial Number
87653744
Owner
Pinnacle Advisory Group, Inc.Attorney
John D. MasonFirst Use Date
Jul 17, 2017
Filing Date
Oct 20, 2017
ONPOINT Trademark
Serial Number: 87653744
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
October 20, 2017
Registration Date
Not Registered
First Use Anywhere
July 17, 2017
First Use in Commerce
September 7, 2017
Goods & Services
Financial administration of post-retirement cash flow management, namely, by maximizing post-retirement cash flow by optimizing the use of principal, capital gains, dividends, and interest, to meet client retirement spending goals; Financial management in the field of investment portfolios, namely, managing sequence risk by utilizing proprietary tactical asset allocation strategies; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, improving portfolio tax efficiency by using a proprietary formula that ranks holding period, yield, tax efficiency factors, expected return, and volatility; Financial retirement plan consulting services