Serial Number
98635514
Owner
DCA Family Office, LLCAttorney
Trevor A. Caudle, Esq.First Use Date
Feb 3, 2026
Filing Date
Jul 6, 2024
TAX EQUIVALENT RETURN Trademark
Serial Number: 98635514
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
July 6, 2024
Registration Date
Not Registered
First Use Anywhere
February 3, 2026
First Use in Commerce
February 3, 2026
Goods & Services
Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment; Capital investment services; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy relating to civil infrastructure investment; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Management of a capital investment fund; Merchant banking and investment banking services; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information regarding financial investment strategies; Providing venture capital, development capital, private equity and investment funding; 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 funds investment services