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TAX ALPHA
Live/Pending
NON-FINAL ACTION - MAILED

final action

on 30 Dec 2024

Last Applicant/ Owned by

3721 Douglas Blvd. Suite 350

Roseville

CA

95661

Serial Number

98635494 filed on 06th Jul 2024

Registration Number

N/A

Correspondent Address

Roseville, CA 95661

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

TAX ALPHA

Investment advice; Investment advisory services; Investment banking services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to invest Read More

Classification Information


Class [036]
Insurance & Financial Services


Investment advice; Investment advisory services; Investment banking services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; 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 relating to civil infrastructure investment; Financial planning and investment advisory 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, 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; 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 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 venture capital, development capital, private equity and investment funding; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98635494

Mark Type

No Service Mark

Attorney Docket Number

No Tax Alpha 24

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


Status DateAction Taken
30th Dec 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
30th Dec 2024NON-FINAL ACTION E-MAILED
30th Dec 2024NON-FINAL ACTION WRITTEN
29th Dec 2024ASSIGNED TO EXAMINER
06th Jul 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06th Jul 2024NEW APPLICATION ENTERED