TAX GAIN HARVESTING Trademark

Trademark Overview


On Sunday, August 4, 2024, a trademark application was filed for TAX GAIN HARVESTING with the United States Patent and Trademark Office. The USPTO has given the TAX GAIN HARVESTING trademark a serial number of 98681714. 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 GAIN HARVESTING trademark is filed in the Insurance & Financial Services category with the following description:

Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Consultation in art as an investment; Equity capital investment; Financial investment analysis and stock research; Financial investment servi...
tax gain harvesting

General Information


Serial Number98681714
Word MarkTAX GAIN HARVESTING
Filing DateSunday, August 4, 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 brokerage; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Consultation in art as an 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, asset and investment acquisition, consultation, advisory and development; Financial consultancy relating to civil infrastructure investment; Financial planning and investment advisory services; Financial services in the nature of an investment security; 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; Fund investment consultation; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and financial research services relating to finance and investments; Management of a capital investment fund; 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 information and research in the field of finance and financial investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for families and other tax paying entities; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; 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 DateSunday, August 4, 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
Sunday, August 4, 2024NEW APPLICATION ENTERED
Sunday, August 4, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sunday, December 29, 2024ASSIGNED TO EXAMINER