Serial Number
97265645
Owner
Morton Capital Management, LLCAttorney
Pattric RawlinsFirst Use Date
Apr 11, 2022
Filing Date
Feb 14, 2022
Serial #97265645 Trademark
Serial Number: 97265645 • Registration: 8169893
Trademark Classes
Owner Contact Info
27200 Agoura Road, Suite 200
Calabasas, CA 91301
Entity Type: 16
Legal Representation
Correspondence Address
Pattric Rawlins PROCOPIO, CORY, HARGREAVES & SAVITCH LLP
525 B STREET SUITE 2200
SAN DIEGO, CA 92101
United States
Trademark Details
Filing Date
February 14, 2022
Registration Date
March 10, 2026
First Use Anywhere
April 11, 2022
First Use in Commerce
April 11, 2022
Published for Opposition
May 30, 2023
Goods & Services
Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning; financial advice in the nature of selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized financial consulting in the nature of investment information, investment account financial management and securities brokerage services
Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online publications in the nature of articles and whitepapers in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors
