Trademark Overview
On Wednesday, December 14, 2022, a trademark application was filed for TORO BRAVO INVESTMENT ADVISORS, LLC with the United States Patent and Trademark Office. The USPTO has given the TORO BRAVO INVESTMENT ADVISORS, LLC trademark a serial number of 97717723. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Thursday, January 11, 2024. This trademark is owned by Toro Bravo Investment Advisors, LLC. The TORO BRAVO INVESTMENT ADVISORS, LLC trademark is filed in the Insurance & Financial Services category with the following description:
We are a full service wealth management firm as both a Registered Investment Advisor (Toro Bravo Investment Advisors, LLC) and independent non-affiliated Broker-Dealer (Crown Capital Securities, L.P.) providing planning and investment services. This entails educating and advising on Social Security withdrawal strategies, retirement income planning/strategies/investments, estate planning, tax reduction planning, and investments of all sorts including but not limited to equity and fixed income investments, life insurance and annuity products, alternative investments, and private equity investments. There is also a focus on holistic financial planning where we are keen on helping clients define their goals, passions, and struggles to then help them achieve a high percentage chance of success with those things using financial modeling software
