AMERICA’S WEALTH COACH Trademark

Serial Number: 99518067

AMERICA’S WEALTH COACH is a trademark filed by Capital Financial & Insurance, LLC on November 26, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

Owner Contact Info

Capital Financial & Insurance, LLC (19 trademarks)

1500 TOWN SIDE DR, STE 201
APEX, NC 27502-660

Entity Type: 16

Legal Representation

Correspondence Address

Capital Financial & Insurance, LLC

1500 Town Side Dr., Suite 201

Apex, NC 27502

United States

Trademark Details

Filing Date

November 26, 2025

Registration Date

Not Registered

First Use Anywhere

February 17, 2008

First Use in Commerce

February 17, 2008

Goods & Services

Financial planning for retirement; Financial retirement plan consulting services; Providing financial information and financial advice via a website

Providing a website featuring non-downloadable videos in the field of financial planning; Education services, namely, providing non-downloadable webinars in the field of financial planning; Providing online training in the field of retirement planning