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BELPOINTE
Live/Registered
REGISTERED AND RENEWED

on 21 Aug 2021

Last Applicant/ Owned by

881 Lake Avenue

Greenwich

US

CT

06831

Serial Number

85371452 filed on 14th Jul 2011

Registration Number

4134475 registered on 01st May 2012

in the Principal Register

Correspondent Address

GREENWICH CT 06831

Filing Basis

1. use application currently

Disclaimer

NO DATA

BELPOINTE

Administration of employee benefit plans concerning insurance and finance; Administration of employee welfare benefit plans concerning insurance and finance; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services in the field of employee benefits fo Read More

Classification Information


Class [036]
Insurance & Financial Services


Administration of employee benefit plans concerning insurance and finance; Administration of employee welfare benefit plans concerning insurance and finance; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Appraisal and evaluation of real estate; Appraisals for insurance claims of real estate; Arranging of leases and rental agreements for real estate; Assessing insurance claims; Assessment and management of real estate; Brokerage in the field of life insurance, annuity underwriting and disability insurance; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Claims adjustment in the field of insurance; Classified real estate listings of apartment rentals and housing rentals; Commercial and residential real estate agency services; Commodity investment advice; Consultancy of capital investment; Consulting and information concerning insurance; Equity capital investment; Estate planning; Estate trust management; Estate trust planning; Evaluating real estate to assess feasibility for use as a property self-storage facility; Evaluation of real property; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial consulting in the field of real estate note brokerage; Financial due diligence services in the field of real estate; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of real estate, securities, insurance, private equity and venture capital; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial planning and investment advisory services; Financial services in the nature of an investment security; 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; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; 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 services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial valuation of personal property and real estate; Financing of real estate development projects; Fund investment consultation; 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; Global investment research services; Hedge fund investment services; Housing services, namely, real property acquisition and consumer financing to facilitate home ownership; Information, advisory, consultancy and research services relating to finance and investments; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of life insurance, annuity underwriting and disability insurance; Insurance brokerage services; Investment advice; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Land acquisition, namely, real estate brokerage; Lease of real estate; Leasing of real estate; Leasing of real property; Leveraged buy outs and investments in financially distressed or under performing companies; Life insurance brokerage; Life insurance underwriting; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing a database for tracking, monitoring, and generating reports on information and statistics about patient reimbursement and insurance coverage for pharmaceuticals and medical devices; Providing a website featuring educational information in the field of business insurance; Providing an Internet website portal offering information in the fields of real estate concerning the purchase and sale of new and resale homes and condos; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of real estate by means of linking the web site to other web sites featuring real estate information; Providing information in the field of real estate via the Internet; Providing real estate listings and real estate information via the Internet; Providing real estate listings via the Internet; Providing venture capital, development capital, private equity and investment funding; Public equity investment management; Real estate acquisition services; Real estate agencies; Real estate brokerage; Real estate consultancy; Real estate consultation; Real estate equity sharing, namely, managing and arranging for co-ownership of real estate; Real estate escrow services; Real estate financing services; Real estate funds investment services; Real estate insurance underwriting services; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate listing; Real estate listing services for housing rentals and apartment rentals; Real estate management consultation; Real estate management of vacation homes; Real estate management of residential and commercial; Real estate management services; Real estate multiple listing services; Real estate procurement for others; Real estate rental services, namely, rental of residential housing; Real estate service, namely, rental property management; Real estate services, namely, condominium management services; Real estate services, namely, leasing and management for others of residential condominiums located within hotel developments; Real estate services, namely, property management services for condominium associations, homeowner associations and apartment buildings; Real estate services, namely, providing online questions to help users determine the best neighborhoods and communities suited to their individual needs and preferences; Real estate services, namely, rental of short-term furnished apartments; Real estate services, namely, rental of vacation homes; Real estate services, namely, rental of vacation homes, condominiums, cabins, and villas using pay per click advertising on a global computer network; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; Real estate services, namely, vacation home rental management services; Real estate syndication; Real estate valuations; Residential real estate agency services; Securities trading and investing services for others via the internet; Transfer agency, services rendered to issuers of investment securities; Trust services, namely, investment and trust company services


First Use Date in General

17th Jan 2011

First Use Date in Commerce

17th Jan 2011

Mark Details


Serial Number

No 85371452

Mark Type

No Service Mark

Attorney Docket Number

No

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
21st Aug 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
21st Aug 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
21st Aug 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
21st Aug 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
01st May 2021TEAS SECTION 8 & 9 RECEIVED
01st May 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03rd Jul 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03rd Jul 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
28th Jun 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02th May 2017TEAS SECTION 8 & 15 RECEIVED