Serial Number
97717723
Owner
Toro Bravo Investment Advisors, LLCFirst Use Date
May 18, 2018
Filing Date
Dec 14, 2022
TORO BRAVO INVESTMENT ADVISORS, LLC Trademark
Serial Number: 97717723
Trademark Classes
Owner Contact Info
3418 Olsen Blvd, Suite A
Amarillo, TX 79109
Entity Type: 16
Trademark Details
Filing Date
December 14, 2022
Registration Date
Not Registered
First Use Anywhere
May 18, 2018
First Use in Commerce
August 1, 2018
Goods & Services
We are a full service wealth management firm as both a Registered Investment Advisor (Toro Bravo Investment Advisors, LLC) and independent non-affiliated Broker-Dealer (Crown Capital Securities, L.P.) providing planning and investment services. This entails educating and advising on Social Security withdrawal strategies, retirement income planning/strategies/investments, estate planning, tax reduction planning, and investments of all sorts including but not limited to equity and fixed income investments, life insurance and annuity products, alternative investments, and private equity investments. There is also a focus on holistic financial planning where we are keen on helping clients define their goals, passions, and struggles to then help them achieve a high percentage chance of success with those things using financial modeling software