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The US trademark WEALTH PRESERVATION FOR SELECT INDIVIDUALS was filed as Word mark on 01/14/2008 at the U.S. Patent and Trademark Office.
It was registered as a trademark on 08/19/2008.
The current status of the mark is "CANCELLED - SECTION 8".
| Trademark form | Word mark |
| File reference | 77371257 |
| Register number | 3488055 |
| Application date | January 14, 2008 |
| Publication date | June 3, 2008 |
| Entry date | August 19, 2008 |
Trademark owner
3801 PGA Blvd., Suite 700
33410 Palm Beach
US
33410 Palm Beach
US
Trademark representatives
goods and services
36
BANKING AND FINANCIAL SERVICES, NAMELY, FINANCIAL MANAGEMENT, FINANCIAL PLANNING, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL RESEARCH, DEPOSIT SERVICES, NAMELY, CHECKING, MONEY MARKET, SAVINGS AND CERTIFICATES OF DEPOSIT, MORTGAGE BANKING, LENDING SERVICES, NAMELY, MORTGAGE LOANS, AUTOMOBILE LOANS, CONSUMER, RETAIL AND COMMERCIAL LOANS, CREDIT CARDS AND DEBIT CARDS, INVESTMENT SERVICES, NAMELY, INVESTMENT ANALYSIS, ADVICE, CONSULTATION AND MANAGEMENT, INVESTMENT BROKERAGE, FIDUCIARY SERVICES AND TRUST ADMINISTRATION EXCEPT IN CONNECTION WITH THE MANAGEMENT AND ADMINISTRATION OF HEDGE FUNDS, GLOBAL CONVERTIBLE ARBITRAGE AND EQUITY LINKED DERIVATIVES, AND IN CONNECTION WITH THE DIRECT MANAGEMENT AND ADMINISTRATION OF CREDIT-RELATED INVESTMENT STRATEGIES
ID: 1377371257