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

APPLICATION FILING RECEIPT MAILED
Mar 23, 2026 MAFR
NEW APPLICATION ENTERED
Mar 23, 2026 NWAP