Serial Number
98681737
Owner
DCA Family Office, LLCAttorney
Trevor A. Caudle, Esq.First Use Date
Feb 3, 2026
Filing Date
Aug 4, 2024
TAX BENEFIT HARVESTING Trademark
Serial Number: 98681737
Trademark Classes
Owner Contact Info
3721 Douglas Blvd. Suite 350
Roseville, CA 95661
Entity Type: 16
Legal Representation
Correspondence Address
Trevor A. Caudle, Esq. Trevor Caudle Law Practice, PC
350 Bay Street, #100-363
San Francisco, CA 94133
United States
Trademark Details
Filing Date
August 4, 2024
Registration Date
Not Registered
First Use Anywhere
February 3, 2026
First Use in Commerce
February 3, 2026
Published for Opposition
April 15, 2025
Goods & Services
Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial advice relating to tax; 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; Fund investment consultation; Hedge fund investment services; Management of a capital investment fund; Private equity fund investment services; Providing information regarding financial investment strategies; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services