Trademark Overview
On Monday, July 12, 2021, a trademark application was filed for MW STRATEGIST with the United States Patent and Trademark Office. The USPTO has given the MW STRATEGIST trademark a serial number of 90823807. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Monday, June 27, 2022. This trademark is owned by Morton Capital Management, LLC. The MW STRATEGIST 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; online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online publications 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, portfolio management, budget planning and selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized consulting investment information, investment account management, and securities brokerage services
