Serial Number
98704093
Owner
DCA Family Office, LLCAttorney
Trevor A. Caudle, Esq.First Use Date
Feb 3, 2026
Filing Date
Aug 18, 2024
ULTIMATE ALPHA Trademark
Serial Number: 98704093
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
August 18, 2024
Registration Date
Not Registered
First Use Anywhere
February 3, 2026
First Use in Commerce
February 3, 2026
Published for Opposition
January 21, 2025
Goods & Services
Investment advice; Investment advisory services; Investment consultation; Investment management; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital 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 services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Holding company services performed for third parties, namely, investment management; Information, advisory, consultancy and financial research services relating to finance and investments; 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 research in the field of finance and financial investments; Providing information regarding financial investment strategies; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate investment consultancy; Real estate investment services; Real estate funds investment services