Serial Number
87585428
Owner
Clark & Associates, Inc. Financial SolutionsAttorney
Thomas D. FosterFirst Use Date
Jun 23, 2020
Filing Date
Aug 28, 2017
BRIGHTER FINANCIAL BLUEPRINT Trademark
Serial Number: 87585428 • Registration: 6195525
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Thomas D. Foster TDFOSTER - INTELLECTUAL PROPERTY LAW
11622 El Camino Real, Suite 100
SAN DIEGO, CA 92130
United States
Trademark Details
Filing Date
August 28, 2017
Registration Date
November 10, 2020
First Use Anywhere
June 23, 2020
First Use in Commerce
June 23, 2020
Published for Opposition
January 14, 2020
Goods & Services
Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Administration of employee benefit plans concerning life, disability, health, LTC; Promotion of financial and insurance services, on behalf of third parties; Providing insurance agent referrals
Advice relating to investments; 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 administration of retirement plans; Financial administration of income plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of income planning for retirement; Financial retirement plan consulting services; Insurance administration in the field of life, disability, health, LTC; Insurance administration of prescription drug benefit plans; Insurance agencies in the field of life, disability, health, LTC; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance claims processing; Insurance claims processing in the field of life, disability, health, LTC claims; Insurance services, namely, underwriting, issuance and administration of life, disability, health, LTC insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Health insurance underwriting; Life insurance brokerage; Life insurance underwriting; On-line financial planning services
