1792 WEALTH ADVISORS
Mark Identification

1792 WEALTH ADVISORS

Serial Number

87905634

Filing Date

May 3, 2018

Registration Date

Jan 1, 2019

Trademark by

1792 WEALTH ADVISORS LLC

Active Trademark

Classification Information

Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means in the field of personal finance and capital market consulting; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; 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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advisory services; Investment management in the fields of personal finance and capital market consulting; Investment of funds; Investment of funds for others in the fields of personal finance; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts

Insurance and Financial