Serial Number
87794745
Owner
Umpqua BankAttorney
Parna A. MehrbaniFirst Use Date
Jan 18, 2018
Filing Date
Feb 12, 2018
UMPQUA WEALTH MANAGEMENT Trademark
Serial Number: 87794745 • Registration: 5619368
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Parna A. Mehrbani Tonkon Torp LLP
888 SW FIFTH AVE.
SUITE 1600
PORTLAND, OR 97204
UNITED STATES
Trademark Details
Filing Date
February 12, 2018
Registration Date
November 27, 2018
First Use Anywhere
January 18, 2018
First Use in Commerce
January 18, 2018
Cancellation Date
June 6, 2025
Goods & Services
Private banking services; personalized financial and banking services, namely, savings and checking account services, consumer and commercial lending services, online banking via a mobile app, mortgage banking, cash management services; monetary exchange services; private wealth management services, namely, private equity and investment funding, asset acquisition, consultation, development and management; alternative investment consultation and planning, namely, private equity, hedge funds, managed futures, real estate, commodities and derivatives contracts; investment services in the nature of investment management services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; providing finance, investment, financial planning and investment strategy information; retirement account investment services; fixed income investment strategy information; life insurance underwriting services, and annuity services, namely, account and investment administration; portfolio construction and implementation in the field of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; financial investment portfolio performance analysis services; investment portfolio management services; financial risk management services; monitoring financial markets for investment purposes; mutual fund administration services; securities brokerage account services, namely, providing account information regarding securities brokerage services, responding to customer inquiries, assisting customer transactions, and account and investment administration; providing investment account information by means of the internet or paper copy; providing an online database featuring financial information of general interest to investors by means of the internet or paper copy; trust services, namely, investment and trust company services; personal and corporate financial trust operations; fiduciary administration services, namely, fiduciary representative services; trustee services, namely, providing bond trustee and paying agent services; directed trustee services; trust services, namely, administration of real estate assets for trusts; real estate tax appraisal services; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; trust distribution, namely, distribution of trust income and/or principal to beneficiaries in accordance with the terms of the trust; administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans; employee benefits financial trust management; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; providing investment advisory and brokerage services via the telephone, mobile device, email, and personal interaction; providing information in the nature of financial advice, analysis, financial education information and guidance via telephone, mobile device, email, and personal interaction; investment advisory and brokerage services, namely, providing financial and investment information services by means of a call center
Filing History
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