Serial Number
86729884
Owner
BAINTREE WEALTH ADVISORS, LLCAttorney
Suzann MoskowitzFirst Use Date
Aug 10, 2015
Filing Date
Aug 19, 2015
YOU DREAM. WE PLAN. Trademark
Serial Number: 86729884 • Registration: 4927175
Trademark Classes
Owner Contact Info
6402 E. Lafayette Blvd.
Scottsdale, AZ 85251
Entity Type: 16
Legal Representation
Correspondence Address
Suzann Moskowitz THE MOSKOWITZ FIRM LLC
24870 Fairmount Blvd
Beachwood, OH 44122
United States
Trademark Details
Filing Date
August 19, 2015
Registration Date
March 29, 2016
First Use Anywhere
August 10, 2015
First Use in Commerce
August 10, 2015
Published for Opposition
January 12, 2016
Goods & Services
Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement