PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX

DEAD

Serial Number

98737148

Owner

Dunham & Associates Investment Counsel, Inc.

First Use Date

Sep 6, 2024

Filing Date

Sep 6, 2024

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PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX Trademark

Serial Number: 98737148

PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX is a trademark filed by Dunham & Associates Investment Counsel, Inc. on September 6, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Dunham & Associates Investment Counsel, Inc. (4 trademarks)

Suite 200
San Diego, CA 92121

Entity Type: 03

Legal Representation

Correspondence Address

Dunham & Associates Investment Counsel, Inc.

6256 Greenwich Dr Ste 550

San Diego, CA 92122

United States

Trademark Details

Filing Date

September 6, 2024

Registration Date

Not Registered

First Use Anywhere

September 6, 2024

First Use in Commerce

September 6, 2024

Goods & Services

Financial asset management; Financial planning; Financial planning consultation; Financial portfolio management; Financial planning for retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs