Serial Number
97864027
Owner
PROVISTA WEALTH ADVISORS, LLCAttorney
Jason A. PittmanFirst Use Date
May 4, 2022
Filing Date
Mar 30, 2023
PROVISTA WEALTH ADVISORS Trademark
Serial Number: 97864027 • Registration: 7396727
Trademark Classes
Owner Contact Info
40 W. Broad Street, Suite 510
Greenville, SC 29601
Entity Type: 16
Legal Representation
Trademark Details
Filing Date
March 30, 2023
Registration Date
May 28, 2024
First Use Anywhere
May 4, 2022
First Use in Commerce
May 4, 2022
Published for Opposition
March 12, 2024
Goods & Services
Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and management in the field of investment portfolios; Financial services, namely, planning and administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, case or other types of financial investments in retirement plans; Estate planning; Estate trust planning; Estate trust management; Financial services, namely, estate planning and estate settlement services; Financial advice relating to tax; Financial services, namely, coordination within individual accounts, of investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial services, namely, planning and consultation related to tax and estate planning, retirement asset management
