VENTURI
LIVE

Serial Number

98063141

Owner

Venturi Wealth Management, LLC

Attorney

Dave Swann

First Use Date

Jul 1, 2019

Filing Date

Jun 28, 2023

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VENTURI Trademark

Serial Number: 98063141 • Registration: 7421791

VENTURI is a trademark filed by Venturi Wealth Management, LLC on June 28, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Venturi Wealth Management, LLC (5 trademarks)

3600 N. Capital of Texas Hwy. Building B
Austin, TX 78746

Entity Type: 16

Trademark Details

Filing Date

June 28, 2023

Registration Date

June 18, 2024

First Use Anywhere

July 1, 2019

First Use in Commerce

July 1, 2019

Published for Opposition

April 2, 2024

Goods & Services

Estate planning; Estate trust planning; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; 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 trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Real estate investment consultancy; Real estate investment services; Real estate funds investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management 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; Management of private equity funds; Management of a capital investment fund; On-line financial planning services; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing venture capital, development capital, private equity and investment funding

Business planning; Business strategic planning services; Business succession planning; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business advice and Information about a corporate executive whose wealth amounts to at least a million dollars, pounds, or the equivalent in other currency

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jun 18, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Jun 18, 2024 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 2, 2024 NPUB
PUBLISHED FOR OPPOSITION
Apr 2, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 13, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 22, 2024 CNSA
ASSIGNED TO EXAMINER
Feb 21, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 31, 2023 NWOS
NEW APPLICATION ENTERED
Jul 1, 2023 NWAP