Trademark Search  /  RIVERVIEW PRIVATE WEALTH

RIVERVIEW PRIVATE WEALTH

● Live · Pending

U.S. federal trademark · Serial No. 99718070

Mark
RIVERVIEW PRIVATE WEALTH
Status
Pending
Serial Number
99718070
Filing Date
March 23, 2026
Class(es)
Class 036

Owners

James W. Thomas II
01 · Annapolis, MD, US
Donald W. Collett
01 · Annapolis, MD, US

Goods & Services

Financial advice and consultancy services; Financial advisory and consultancy services, namely, advice relating to investments, asset management, cash management, financial analysis and consultation, financial planning consultation, financial portfolio management, financial research, and financial risk management; Providing stock/securities market information; 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; Consumer lending services; Mutual fund investment; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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 trust operations; Trust services, namely, investment and trust company services; Insurance services, namely, writing property and casualty insurance; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services; Insurance brokerage

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.