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MORTON WEALTH
Live/Registered
REGISTERED

on 11 Jul 2023

Last Applicant/ Owned by

27200 Agoura Road, Suite 200

Calabasas

CA

91301

Serial Number

97071191 filed on 12th Oct 2021

Registration Number

7103015 registered on 11th Jul 2023

in the Principal Register

Correspondent Address

Pattric J. Rawlins

Pattric J. Rawlins

525 B STREET, SUITE 2200

SAN DIEGO,CA 92101

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

MORTON WEALTH

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 personaliz Read More

Classification Information


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

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

Mark Details


Serial Number

No 97071191

Mark Type

No Service Mark

Attorney Docket Number

No 12995208US01

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
08th Dec 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08th Dec 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08th Dec 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
08th Dec 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
11th Jul 2023REGISTERED-PRINCIPAL REGISTER
11th Jul 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
25th Apr 2023PUBLISHED FOR OPPOSITION
25th Apr 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05th Apr 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
17th Mar 2023APPROVED FOR PUB - PRINCIPAL REGISTER