Serial Number
98674013
Owner
Beacon Pointe Advisors, LLCAttorney
Deborah Saint LouisFiling Date
Jul 30, 2024
TAX OWL Trademark
Serial Number: 98674013
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
24 Corporate Plaza, Suite 150
Newport Beach, CA 92660
Entity Type: 16
Legal Representation
Correspondence Address
Deborah Saint Louis LZ Legal Services, LLC
2828 N Central Ave, PMB #1510
Phoenix, AZ 85004
United States
Trademark Details
Filing Date
July 30, 2024
Registration Date
Not Registered
Published for Opposition
March 4, 2025
Goods & Services
Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial management in the field of investment portfolios and retirement; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, mortgage planning; Providing financial information services to individual, employees, the elderly and military personnel; Providing information in the field of financial planning for individuals
Tax advisory services; Tax and taxation planning, advice, information and consultancy services
Education services, namely, providing live and on-line classes, seminars and workshops in the field of retirement, financial planning and financial literacy; Entertainment services, namely, providing podcasts in the field of retirement, financial planning and financial literacy; Providing a website featuring non-downloadable videos in the field of retirement, financial planning and financial literacy
