VENTURI
Venturi Wealth Management, LLC
Application Filed: 2023-06-28
Trademark Application Details
Mark For: VENTURI™ trademark registration is intended to cover the categories of
The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.
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| Serial Number | 98063141 |
| Mark Literal Elements | VENTURI |
| Mark Drawing Type | 4 - STANDARD CHARACTER MARK |
| Mark Type | Service Mark |
| Current Location | NEW APPLICATION PROCESSING 2023-07-01 |
| Basis | 1(a) |
| Class Status | ACTIVE |
| Primary US Classes |
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| Primary International Class |
|
| Filed Use | Yes |
| Current Use | Yes |
| Intent To Use | No |
| Filed ITU | No |
| 44D Filed | No |
| 44E Current | No |
| 66A Current | No |
| Current Basis | No |
| No Basis | No |
| Attorney Name | Dave Swann |
Timeline
| 2019-07-01 | Date of First Use |
| 2019-07-01 | Date of Use In Commerce |
| 2023-06-28 | Application Filed |
| 2023-07-01 | Location: NEW APPLICATION PROCESSING |
| 2023-07-01 | Status: Live/Pending |
| 2023-07-01 | Status: New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information. |
| 2023-07-01 | Transaction Date |
Trademark Parties (Applicants & Owners)
| Party: |  Venturi Wealth Management, LLC |
| Address | 3600B N Capital of Texas Hwy STE 200 3600B N Capital of Texas Hwy STE 200 Austin, TEXAS UNITED STATES 78746 |
| Legal Entity Type | Limited Liability Company |
| Legal Entity State | DELAWARE |
Documents
 Drawing | 2023-06-28 | |
| Specimen | 2023-06-28 | |
| TEAS Plus New Application | 2023-06-28 |
Attorney of Record
Good, Services, and Codes
| International Codes: | 35 |
| U.S. Codes: | 100,101,102 |
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| GS0361 | Estate planning; Estate trust planning; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; 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 trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Real estate investment consultancy; Real estate investment services; Real estate funds investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management 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; Management of private equity funds; Management of a capital investment fund; On-line financial planning services; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing venture capital, development capital, private equity and investment funding |
| GS0361 | Estate planning; Estate trust planning; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; 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 trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Real estate investment consultancy; Real estate investment services; Real estate funds investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management 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; Management of private equity funds; Management of a capital investment fund; On-line financial planning services; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing venture capital, development capital, private equity and investment funding |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| NEW APPLICATION ENTERED | 2023-07-01 |
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