Trademark Overview
On Thursday, July 18, 2024, a trademark application was filed for DISCIPLINE ADVISORS with the United States Patent and Trademark Office. The USPTO has given the DISCIPLINE ADVISORS trademark a serial number of 98654864. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, February 17, 2025. This trademark is owned by DAI Securities, LLC. The DISCIPLINE ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial asset management; Financial consultation in the field of private equity, real estate, tax deferred exchanges, Delaware statutory trusts (DSTs), estate planning and consulting, and life insurance; Financial portfolio management; Financial retirement plan consulting services; Financial advisory and consultancy services, namely, providing advice and recommendations for tax planning and estate purposes; Investment consultation in the fields of private equity, real estate, tax deferred exchanges, Delaware statutory trusts (DSTs), estate planning and consulting, and life insurance; Real estate investment services; Real estate consultancy; Financial advisory and consultancy services; Financial advisory services; Financial information and advisory services; Financial planning and investment advisory services; Investment advisory services
