tm logo
TAX GAIN HARVESTING
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

98681714 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 GAIN HARVESTING

Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management Read More

Classification Information


Class [036]
Insurance & Financial Services


Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Consultation in art as an 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, asset and investment acquisition, consultation, advisory and development; Financial consultancy relating to civil infrastructure investment; Financial planning and investment advisory services; Financial services in the nature of an investment security; 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; Fund investment consultation; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and financial research services relating to finance and investments; Management of a capital investment fund; 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 information and research in the field of finance and financial investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for families and other tax paying entities; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; 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 98681714

Mark Type

No Service Mark

Attorney Docket Number

No Gain Harvest

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 2024NON-FINAL ACTION WRITTEN
30th Dec 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
30th Dec 2024NON-FINAL ACTION E-MAILED
29th Dec 2024ASSIGNED TO EXAMINER
04th Aug 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04th Aug 2024NEW APPLICATION ENTERED