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TAX BENEFIT HARVESTING
Live/Pending
NEW APPLICATION - ASSIGNED TO EXAMINER

assigned to examiner

on 29 Dec 2024

Last Applicant/ Owned by

3721 Douglas Blvd. Suite 350

Roseville

CA

95661

Serial Number

98681737 filed on 04th Aug 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 BENEFIT HARVESTING

Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment; Capital investment consulting; Capital investment services; Commodity i Read More

Classification Information


Class [036]
Insurance & Financial Services


Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial advice relating to tax; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Hedge fund investment services; Management of a capital investment fund; Private equity fund investment services; Providing information regarding financial investment strategies; 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 98681737

Mark Type

No Service Mark

Attorney Docket Number

No Benefit Harv

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
29th Dec 2024ASSIGNED TO EXAMINER
04th Aug 2024NEW APPLICATION ENTERED
04th Aug 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED