MERRITT POINT WEALTH ADVISORS
Mark Identification

MERRITT POINT WEALTH ADVISORS

Serial Number

90003418

Filing Date

Jun 16, 2020

Registration Date

Mar 23, 2021

Trademark by

MERRITT POINT WEALTH ADVISORS LLC

Active Trademark

Classification Information

Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, management and brokerage in the fields of stocks. bonds, options, commodities, futures and other securities, and investment of funds of others; transfer agency services rendered to issuers of investment securities; financial analysis, management, consulting and advisory services; fund investment; account reporting services, namely, providing bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, financial asset management; financial exchange services; financial securities exchange services; commodities exchange services; investment analysis; trust and estate trust management services; retirement payment services, namely, financial administration of retirement accounts; and trusteeship representatives

Insurance and Financial