Serial Number
98068960
Owner
TRUBEE WEALTH ADVISORS, INC.Attorney
SARA M. DORCHAKFirst Use Date
Jan 1, 2023
Filing Date
Jul 3, 2023
TRUBEE WEALTH ADVISORS Trademark
Serial Number: 98068960 • Registration: 7440985
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
July 3, 2023
Registration Date
July 9, 2024
First Use Anywhere
January 1, 2023
First Use in Commerce
January 1, 2023
Published for Opposition
April 23, 2024
Goods & Services
Financial consultancy; Financial management; Financial risk management consultation; Financial services, namely, wealth management services; Providing financial information via a web site; Estate planning; Investment management; Capital investment consulting; Capital investment services; Corporate finance services, namely, consultation in the field of capital structure; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; 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, raising debt and equity capital for others; Information, advisory, consultancy and financial research services relating to finance and investments; Management of a capital investment fund; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Real estate funds investment services; Real estate investment trust services