Legal Representation
Attorney
Briana R. Falcon
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 6, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Oct 6, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business management advice; consulting services, namely, providing practice management, investment modeling, risk management, and back-office support in the fields of financial planning; Providing business advice in the field of investment policies, including investment objectives, risk tolerance, and portfolio constraints and spending; royalty administration services, namely, accounting services in the field of royalties; Tax consulting services; Tax preparation; Accounting services; business management consulting services for wealth management firms
Class 036
Financial services, namely, wealth management services, investment advice, investment management, and investment consultation; Financial planning and investment advisory services; capital investment services, namely, investing in financial, investment, and consulting services providers; royalty administration, namely, financial administration of royalty payments; employee financial benefit plans and investment consulting services; Financial services, namely, equity capital investment in wealth management firms
Class 041
Educational services, namely, providing advice and training to employees in the field of financial planning; Providing online non-downloadable videos in the field of wealth management services
Additional Information
Design Mark
The mark consists of a gemstone design formed by interlocking blocks to the left of the word "FOCUS" above the word "PARTNERS" followed by a vertical line before the word "INSTITUTIONAL.".
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
035
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PARTNERS"