| TIEDEMANN ADVISORS TIEDEMANN ADVISORS, LLC
88220037 06 Dec 2018 | on 05 Nov 2019
| Estate planning; Financial asset management; Financial custody service... Class 036 Class 036 Insurance & Financial Services AS TO "TIEDEMANN" | | | ALTI Tiedemann Advisors, LLC
97772782 30 Jan 2023 | on 01 Oct 2024 | Estate planning; estate trust management; Financial asset management; ... Class 035 Class 035 Advertising, Business & Retail Services Estate planning; estate trust management; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial portfolio management; Financial risk management; Financial trust planning; Financial trust administration; Financial advice; Financial analysis; Financial planning; Investment advisory services; Investment consultancy; Investment management; Monetary strategy consultation and research; Financial services, namely, wealth management services; impact and socially responsible investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; environmental, social and governance investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; trustee services; Real estate investment services; real estate funds investment services; real estate trustee services; real estate financing services; 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 Class 036 Class 036 Insurance & Financial Services Business management advice; Business records management; Tax consultation; Tax advisory services; market research and business analyses; Market analysis Class 042 Computer & Software Services & Scientific Services software as a service (SAAS) services and providing online, non-downloadable computer software all featuring software for investing use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management, estate planning; software as a service (SAAS) services and providing online, non-downloadable computer software all featuring software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions | | | ALTI TIEDEMANN GLOBAL Tiedemann Advisors, LLC
97846571 20 Mar 2023 | on 05 Feb 2024 | software as a service (SAAS) services and providing online, non-downlo... Class 035 Class 035 Advertising, Business & Retail Services Color is not claimed as a feature of the mark. Class 036 Class 036 Insurance & Financial Services Business management advice; Business records management; Tax consultation; Tax advisory services; market research and business analyses; Market analysis Class 042 Computer & Software Services & Scientific Services software as a service (SAAS) services and providing online, non-downloadable computer software for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management, estate planning; software as a service (SAAS) services and providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions | | | ALTI TIEDEMANN GLOBAL Tiedemann Advisors, LLC
97846585 20 Mar 2023 | on 05 Feb 2024 | software as a service (SAAS) services and providing online, non-downlo... Class 035 Class 035 Advertising, Business & Retail Services The color(s) blue, light blue and teal is/are claimed as a feature of the mark. Class 036 Class 036 Insurance & Financial Services Business management advice; Business records management; Tax consultation; Tax advisory services; market research and business analyses; Market analysis Class 042 Computer & Software Services & Scientific Services software as a service (SAAS) services and providing online, non-downloadable computer software for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management, estate planning; software as a service (SAAS) services and providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions | | 
