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1834 INVESTMENT ADVISORS
Live/Registered
REGISTERED

on 31 Oct 2023

Last Applicant/ Owned by

1 Main St.

Evansville

US

IN

47708

Serial Number

97474072 filed on 24th Jun 2022

Registration Number

7209042 registered on 31st Oct 2023

in the Principal Register

Correspondent Address

Caitlin Byczko

Caitlin Byczko

11 SOUTH MERIDIAN STREET

INDIANAPOLIS, IN 46204

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

1834 INVESTMENT ADVISORS

Business succession planning; executive business succession planning Private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; in Read More

Classification Information


Class [036]
Insurance & Financial Services


Private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocks, ETFs, mutual funds, bonds, and retirement; financial services, namely, wealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, wealth management services in the nature of wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits, namely, investment and asset management, corporate trust company services, philanthropy consultation related to fundraising and endowments, and financial administration of employee-sponsored retirement plans


First Use Date in General

31st Oct 2022

First Use Date in Commerce

30th Sep 2021

Class [035]
Advertising, Business & Retail Services


Business succession planning; executive business succession planning


First Use Date in General

31st Oct 2022

First Use Date in Commerce

31st Oct 2022

Mark Details


Serial Number

No 97474072

Mark Type

No Service Mark

Attorney Docket Number

No 30438-365265

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
31st Oct 2023REGISTERED-PRINCIPAL REGISTER
31st Oct 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
28th Sep 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
27th Sep 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
17th Sep 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
17th Sep 2023STATEMENT OF USE PROCESSING COMPLETE
07th Sep 2023TEAS STATEMENT OF USE RECEIVED
07th Sep 2023USE AMENDMENT FILED
18th Jul 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
23rd May 2023PUBLISHED FOR OPPOSITION