Serial Number
86210617
Owner
Tucker Boynton Financial Group, Inc.First Use Date
Jul 25, 2012
Filing Date
Mar 4, 2014
BALANCING YOUR LIFE, WEALTH, AND LEGACY Trademark
Serial Number: 86210617 • Registration: 4636207
Trademark Classes
Owner Contact Info
3731 Latrobe Drive
Charlotte, NC 28211
Entity Type: 03
Legal Representation
Correspondence Address
Tucker Boynton Financial Group, Inc.
3731 Latrobe Drive
Suite 200
CHARLOTTE, NC 28211
United States
Trademark Details
Filing Date
March 4, 2014
Registration Date
November 11, 2014
First Use Anywhere
July 25, 2012
First Use in Commerce
August 1, 2012
Published for Opposition
August 26, 2014
Goods & Services
Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment in the field of financial and investment planning for individuals, namely, estate planning, college funding, retirement planning, mutual funds, variable annuities, and asset allocation; Financial planning, namely, executive benefit plans, key person insurance, and buy-sell funding; Financial trust planning; Insurance consulting in the field of life, health, disability, long-term care, variable universal life, annuities and Medicare supplements for individuals; Insurance services, namely, insurance eligibility review and verification and consultation in the employee benefits industry; Providing information in the field of employee financial benefit plans
