REGATTA WEALTH MANAGEMENT
Mark Identification

REGATTA WEALTH MANAGEMENT

Serial Number

88903511

Filing Date

May 6, 2020

Trademark by

RIEDER ANN TILLEY

Classification Information

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, Wealth Management; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services

Insurance and Financial