REGISTERED
on 18 Jun 2024
Last Applicant/ Owned by
3600B N Capital of Texas Hwy STE 200
Austin
TX
78746
Serial Number
98063141 filed on 28th Jun 2023
Registration Number
7421791 registered on 18th Jun 2024
Correspondent Address
Dave Swann
DAVE SWANN VENTURI WEALTH MANAGEMENT, LLC
3600B N CAPITAL OF TEXAS HWY STE 200
AUSTIN, TX 78746
UNITED STATES
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
VENTURI
Business planning; Business strategic planning services; Business succession planning; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business advi Read More
Classification Information
Class [036]
Insurance & Financial Services
Estate planning; Estate trust planning; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; 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 trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Real estate investment consultancy; Real estate investment services; Real estate funds investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management 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; Management of private equity funds; Management of a capital investment fund; On-line financial planning services; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing venture capital, development capital, private equity and investment funding
First Use Date in General
01st Jul 2019
First Use Date in Commerce
01st Jul 2019
Class [035]
Advertising, Business & Retail Services
Business planning; Business strategic planning services; Business succession planning; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business advice and Information about a corporate executive whose wealth amounts to at least a million dollars, pounds, or the equivalent in other currency
First Use Date in General
01st Jul 2019
First Use Date in Commerce
01st Jul 2019
Mark Details
Serial Number
No 98063141
Mark Type
No Service Mark
Attorney Docket Number
No
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 Date | Action Taken |
|---|---|
| 18th Jun 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 18th Jun 2024 | REGISTERED-PRINCIPAL REGISTER |
| 02th Apr 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 02th Apr 2024 | PUBLISHED FOR OPPOSITION |
| 13th Mar 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 22nd Feb 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 21st Feb 2024 | ASSIGNED TO EXAMINER |
| 31st Jul 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 01st Jul 2023 | NEW APPLICATION ENTERED |