Legal Representation
Attorney
ADAM E SCHWARTZ
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 17, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Nov 17, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax planning; Philanthropy consultation relating to taxation planning; Developing and managing the charitable giving programs of others
First Use Anywhere:
Feb 12, 2021
First Use in Commerce:
Feb 12, 2021
Class 036
Investment advisory services; Financial advisory services; Financial planning; Financial portfolio management; Financial consulting; Financial retirement plan consulting services; Financial wealth management services
First Use Anywhere:
Feb 12, 2021
First Use in Commerce:
Feb 12, 2021
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"CAPITAL"