Serial Number
98653180
Owner
Regatta Advisors LLCFirst Use Date
Mar 14, 2017
Filing Date
Jul 17, 2024
STRUCTURED GRAT Trademark
Serial Number: 98653180 • Registration: 7822681
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Regatta Advisors LLC
91 Murray Avenue
Port Washington, NY 11050
United States
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