STRUCTURED GRAT
LIVE

Serial Number

98653180

Owner

Regatta Advisors LLC

First Use Date

Mar 14, 2017

Filing Date

Jul 17, 2024

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STRUCTURED GRAT Trademark

Serial Number: 98653180 • Registration: 7822681

STRUCTURED GRAT is a trademark filed by Regatta Advisors LLC on July 17, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Regatta Advisors LLC

91 Murray Avenue
Port Washington, NY 11050

Entity Type: 16

Trademark Details

Filing Date

July 17, 2024

Registration Date

June 10, 2025

First Use Anywhere

March 14, 2017

First Use in Commerce

March 14, 2017

Published for Opposition

April 22, 2025

Goods & Services

Estate planning; Estate trust planning; Financial information provided by electronic means; Financial information provided by electronic means in the field of Estate Planning; Financial services in the nature of an investment security; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advisory services; Financial advisory services rendered using artificial intelligence (AI); Financial advisory and consultancy services; Financial advisory and consultancy services, namely, constructing Structured Investment Portfolios; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial portfolio analysis services; Financial research and information services; Investment advisory services; Investment management; Investment management in the fields of Structured Investment Portfolios; Investment risk assessment services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Providing information and research in the field of finance and financial investments; Providing information in the field of financial planning; Providing information in the field of wealth management; Financial management in the field of Structured Investment Portfolios; Financial portfolio management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Information, advisory, consultancy and financial research services relating to finance and investments; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial advisory services; Providing financial information services to investment advisors and high net worth individuals; Providing information in the field of estate planning; Providing information in the field of estate planning for investment advisors and high net worth individuals; Providing on-line information in the field of charitable monetary giving through financial and estate planning

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jun 10, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Jun 10, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 22, 2025 NPUB
PUBLISHED FOR OPPOSITION
Apr 22, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 16, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 26, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 5, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 5, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 5, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 5, 2025 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 5, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 5, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 5, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 4, 2025 GNRN
NON-FINAL ACTION E-MAILED
Feb 4, 2025 GNRT
NON-FINAL ACTION WRITTEN
Feb 4, 2025 CNRT
ASSIGNED TO EXAMINER
Jan 28, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 15, 2025 NWOS
NEW APPLICATION ENTERED
Jul 17, 2024 NWAP