Trademark Overview
On Monday, July 12, 2021, a trademark application was filed for MORTON CAPITAL with the United States Patent and Trademark Office. The USPTO has given the MORTON CAPITAL trademark a serial number of 90823777. The federal status of this trademark filing is REGISTERED as of Tuesday, October 25, 2022. This trademark is owned by Morton Capital Management, LLC. The MORTON CAPITAL trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors
Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning and financial advice in the field of selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized financial consulting in the nature of providing financial investment information, investment account financial management and securities brokerage services
