CRYSTAL BROOK ADVISORS
Mark Identification

CRYSTAL BROOK ADVISORS

Serial Number

86326181

Filing Date

Jul 1, 2014

Registration Date

Aug 18, 2015

Trademark by

CRYSTAL BROOK ADVISORS

Active Trademark

Classification Information

Advice relating to investments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial information provided by electronic means in the field of financial planning; financial investment brokerage services; financial investment in the field of financial planning; financial planning and investment advisory 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; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, providing an investment option available for variable annuity and variable life insurance products; fund investment consultation; investment advice; investment advisory services; investment consultation; investment management; investment management of and distribution of annuities; investment management of and distribution of variable annuities; investment of funds for others; investment services, namely, asset acquisition, consultation, development and management services; mutual fund investment; mutual funds and capital investment; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; trust services, namely, investment and trust company services

Insurance and Financial