VALOR ASSET MANAGEMENT
LIVE

Serial Number

98404520

Owner

Valor Asset Management, LLC

First Use Date

Aug 3, 2016

Filing Date

Feb 13, 2024

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VALOR ASSET MANAGEMENT Trademark

Serial Number: 98404520 • Registration: 7798382

VALOR ASSET MANAGEMENT is a trademark filed by Valor Asset Management, LLC on February 13, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Valor Asset Management, LLC (2 trademarks)

106 Marigold Court
Chester Springs, PA 19425

Entity Type: 16

Trademark Details

Filing Date

February 13, 2024

Registration Date

May 20, 2025

First Use Anywhere

August 3, 2016

First Use in Commerce

August 3, 2016

Published for Opposition

April 1, 2025

Goods & Services

Financial Services, specifically, investment advisory services and investment management services; Fiduciary Services, specifically, advice relating to investment selection; Financial Asset Management Services, specifically, a full service, holistic, Turnkey Asset Management Program (TAMP) offering services for, namely, financial portfolio management, financial risk tolerance assessment, financial asset allocation, custom financial investment models in the nature of investment advisory services, buying, selling, and trading of securities in investment accounts, and block trading groups of investment accounts; Investment Advisory Services, specifically, custom investment model services, namely, a fully managed, turnkey investment model program consisting of various customized investment models built to suit a specific risk tolerance or investment strategy, namely, fully diversified, partially diversified and/or equity only investment strategies that invest and trade in a variety of positions, namely, stocks, exchange traded funds (ETFs), and mutual funds offered on the public securities markets in the United States and/or abroad in other publicly traded global securities markets; Asset Class Analysis and Research Services, specifically, financial research and analysis services, disseminated in the form of commentary, insights, and advice on all asset classes, positions, and potential investment opportunities for inclusion in client accounts and custom investment models, and specifically, financial research and analysis services disseminated in the form of commentary, insights, and advice on the United States, foreign, and/or global economies and stock financial markets; Financial Professional Asset Management Services, specifically, Subadvisor Services offering Turnkey Asset Management Program (TAMP) services for clients of financial professionals, commonly known as a Third-Party Asset Manager (TPAM) for acting as a full-service, separate third-party asset manager, or an Outsourced Chief Investment Officer for a financial professional, namely, a financial advisor, a financial planner, an accountant, an insurance agent, or an estate planning lawyer; Financial Professional Consulting Services, specifically, providing guidance, recommendations, and/or advice to financial professionals disseminated in the form of commentary, insights, and advice on various investment management topics, namely, advice related to investment selection, asset allocation, asset management process and procedure, financial markets and economic insights, and buying, selling and/or trading ideas without actual trading in any investment accounts for clients of the financial professionals to whom advice is provided; Financial Asset Class Analysis and Research Services; Financial Asset Management Services; Capital Investment Services; Custom Investment Model Services in the nature of investment advisory services; Fiduciary Services, specifically, fiduciary representative services; Financial Planning; Financial Professional Asset Management Services; Financial Professional Consulting Services; Financial Consultancy Services; Financial Management; Wealth Management services; Securities Option Strategies and Models, including securities Options Trading and securities Options Research Services in the nature of financial research

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 20, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
May 20, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 1, 2025 NPUB
PUBLISHED FOR OPPOSITION
Apr 1, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 26, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 7, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 5, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 5, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 5, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 5, 2025 CNEA
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 24, 2025 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 29, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 29, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 29, 2025 REAP
NOTIFICATION OF FINAL REFUSAL EMAILED
Dec 5, 2024 GNFN
FINAL REFUSAL E-MAILED
Dec 5, 2024 GNFR
FINAL REFUSAL WRITTEN
Dec 5, 2024 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 4, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 4, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 4, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 18, 2024 GNRN
NON-FINAL ACTION E-MAILED
Sep 18, 2024 GNRT
NON-FINAL ACTION WRITTEN
Sep 18, 2024 CNRT
ASSIGNED TO EXAMINER
Sep 6, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 15, 2024 NWOS
NEW APPLICATION ENTERED
Feb 13, 2024 NWAP