Serial Number
86397796
Owner
Vertex Capital Advisors, LLCAttorney
C. Christopher ClarkFirst Use Date
Sep 12, 2014
Filing Date
Sep 17, 2014
RETIREMENT INCOME DESIGN EXPERIENCE Trademark
Serial Number: 86397796 • Registration: 4723768
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
C. Christopher Clark The Law Office of Chris Clark, PLLC
9624 Bailey Rd., Suite 290
Cornelius, NC 28031
United States
Trademark Details
Filing Date
September 17, 2014
Registration Date
April 21, 2015
First Use Anywhere
September 12, 2014
First Use in Commerce
September 12, 2014
Published for Opposition
February 3, 2015
Cancellation Date
October 31, 2025
Goods & Services
Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment analysis and stock research; financial management; financial management; consulting and information concerning insurance; financial portfolio management; financial portfolio analysis services; financial research and information services; financial research and business equity research services; financial risk management; financial trust planning; investment consultation, and investment management services; management of portfolios comprising securities; monitoring financial markets for investment purposes; mutual fund advisory services; mutual fund analysis services; [ mutual fund development services; ] mutual fund investment; mutual fund planning services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing financial services with respect to securities and other financial instruments and products, namely, money management services; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing information in insurance matters; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; providing information in the field of financial stock and equity markets; providing stock/securities market information; insurance administration; insurance agency; insurance brokerage; insurance consultancy; and strategic financial advisory services