CV ADVISORS
Mark Identification

CV ADVISORS

Serial Number

87030128

Filing Date

May 9, 2016

Registration Date

May 1, 2018

Trademark by

CV ADVISORS LLC

Active Trademark

Classification Information

Family office services, namely, wealth management, financial and investment risk management, financial planning, estate planning, retirement planning, namely, financial planning for retirement, developing and managing charitable donation programs of others, advice and consultation regarding insurance needs and policies, and financial portfolio consulting and advisory services tailored to wealthy families; all of the foregoing excluding investment management of funds, asset acquisition and management of investment property, and real estate investment trust services

Insurance and Financial