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MORTON CAPITAL
Live/Registered
REGISTERED

on 25 Oct 2022

Last Applicant/ Owned by

27200 Agoura Road, Suite 200

Calabasas

CA

91301

Serial Number

90823777 filed on 12th Jul 2021

Registration Number

6882976 registered on 25th Oct 2022

in the Principal Register

Correspondent Address

Lisa Teixeira Agueda

Lisa Teixeira Agueda

525 B STREET, SUITE 2200

SAN DIEGO, CA 92101

Filing Basis

1. use application currently

Disclaimer

NO DATA

MORTON CAPITAL

Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative inve Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning and financial advice in the field of selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized financial consulting in the nature of providing financial investment information, investment account financial management and securities brokerage services


First Use Date in General

30th Nov 1982

First Use Date in Commerce

30th Nov 1982

Class [041]
Education and Entertainment Services


Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors


First Use Date in General

30th Nov 1982

First Use Date in Commerce

30th Nov 1982

Mark Details


Serial Number

No 90823777

Mark Type

No Service Mark

Attorney Docket Number

No 129952-004US

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
25th Oct 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
25th Oct 2022REGISTERED-PRINCIPAL REGISTER
09th Aug 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09th Aug 2022PUBLISHED FOR OPPOSITION
20th Jul 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05th Jul 2022APPROVED FOR PUB - PRINCIPAL REGISTER
07th Jun 2022TEAS/EMAIL CORRESPONDENCE ENTERED
06th Jun 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
06th Jun 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
06th Dec 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED