RIVERVIEW PRIVATE WEALTH
LIVE

Serial Number

99718070

Owner

James W. Thomas II

Attorney

Nicholas T. Santucci

Filing Date

Mar 23, 2026

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RIVERVIEW PRIVATE WEALTH Trademark

Serial Number: 99718070

RIVERVIEW PRIVATE WEALTH is a trademark filed by James W. Thomas II on March 23, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

James W. Thomas II

180 Admiral Cochrane Dr Suite 550
Annapolis, MD 21401

Entity Type: 01

Donald W. Collett

180 Admiral Cochrane Dr Suite 550
Annapolis, MD 21401

Entity Type: 01

Trademark Details

Filing Date

March 23, 2026

Registration Date

Not Registered

Goods & Services

Financial advice and consultancy services; Financial advisory and consultancy services, namely, advice relating to investments, asset management, cash management, financial analysis and consultation, financial planning consultation, financial portfolio management, financial research, and financial risk management; Providing stock/securities market information; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Consumer lending services; Mutual fund investment; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial trust operations; Trust services, namely, investment and trust company services; Insurance services, namely, writing property and casualty insurance; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services; Insurance brokerage

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 3, 2026 GNRN
NON-FINAL ACTION E-MAILED
Aug 3, 2026 GNRT
NON-FINAL ACTION WRITTEN
Aug 3, 2026 CNRT
ASSIGNED TO EXAMINER
Aug 3, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 29, 2026 NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 29, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Mar 23, 2026 MAFR
NEW APPLICATION ENTERED
Mar 23, 2026 NWAP