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 - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, July 6, 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
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSaturday, July 6, 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