ARI Trademark
Serial Number: 98316459
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
Class 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Owner Contact Info
Legal Representation
Correspondence Address
Brandan Medeiros
8 Collins Cir
Chelmsford, MA 01824
United States
Trademark Details
Filing Date
December 15, 2023
Registration Date
Not Registered
Goods & Services
Education services, namely, providing live and on-line seminars and workshops in the fields of finance, investing, insurance, and retirement planning
Investment by electronic means; Investment advisory services; Investment management; Investment consultancy; Investment advice; Mortgage lending; Financial services, namely, money lending; Financial planning and investment advisory services; Financial services, namely, investment fund transfer and transaction services; Investment management of and distribution of annuities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Annuity services, namely, account and investment administration; Insurance consultancy; Insurance information; Life insurance brokerage; Life insurance underwriting; Financial services, namely, electronic transfer of crypto assets; Financial exchange of crypto assets; Financial planning, namely, 401K retirement plan services for businesses; Financial advisory and consultancy services in the field of 401K benefit plans; Financial retirement plan consulting services including the subject matter of 401k plans; Financial administration of retirement plans including 401k plans; Individual retirement account services; Investment advice in the fields of securities, retirement, and private and public equity; Investment consultation in the fields of securities, retirement, and private and public equity; Financial administration of retirement plans; Investment advisory and management services provided to employers relating to ERISA, employee benefit and employee retirement plans; financial consulting services in the field of retirement plans; Developing, processing and sponsoring retirement plans
Regulatory compliance consulting in the fields of employee benefits, health care plans, COBRA plans, HIPAA plans, ERISA plans, form 5500 filings, health savings accounts, flexible spending accounts, cafeteria plans and wrap plans; Regulatory compliance consulting in the field of retirement plan administration
