TAX ALPHA Trademark

Trademark Overview


On Saturday, July 6, 2024, a trademark application was filed for TAX ALPHA with the United States Patent and Trademark Office. The USPTO has given the TAX ALPHA trademark a serial number of 98635494. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Sunday, December 29, 2024. This trademark is owned by DCA Family Office, LLC. The TAX ALPHA trademark is filed in the Insurance & Financial Services category with the following description:

Investment advice; Investment advisory services; Investment banking services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy relating to civil infrastructure investment; Financial planning and investme...
tax alpha

General Information


Serial Number98635494
Word MarkTAX ALPHA
Filing DateSaturday, July 6, 2024
Status638 - NEW APPLICATION - ASSIGNED TO EXAMINER
Status DateSunday, December 29, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesInvestment advice; Investment advisory services; Investment banking services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy relating to civil infrastructure investment; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; Management of a capital investment fund; Merchant banking and investment banking services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing venture capital, development capital, private equity and investment funding; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, July 6, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameDCA Family Office, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRoseville, CA 95661

Trademark Events


Event DateEvent Description
Saturday, July 6, 2024NEW APPLICATION ENTERED
Saturday, July 6, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sunday, December 29, 2024ASSIGNED TO EXAMINER