TrademarkDir
BRINGING COORDINATED WEALTH, TAX, AND ESTATE SERVICES TO EVERYDAY FAMILIES
LIVE

Serial Number

50031424

Owner

Edward Caballero

Attorney

Anthony D. Peluso

First Use Date

Apr 15, 2026

Filing Date

Aug 4, 2026

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BRINGING COORDINATED WEALTH, TAX, AND ESTATE SERVICES TO EVERYDAY FAMILIES Trademark

Serial Number: 50031424

BRINGING COORDINATED WEALTH, TAX, AND ESTATE SERVICES TO EVERYDAY FAMILIES is a trademark filed by Edward Caballero on August 4, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Edward Caballero (2 trademarks)

1211 Newell Ave. Suite 230
Walnut Creek, CA 94596

Entity Type: 01

Trademark Details

Filing Date

August 4, 2026

Registration Date

Not Registered

First Use Anywhere

April 15, 2026

First Use in Commerce

April 15, 2026

Goods & Services

Financial planning; Financial planning and investment advisory services; Financial advisory services; Financial consultation; Investment advice; Investment management; Estate planning; Providing information in the field of estate planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial wealth management services

Tax consultation; Philanthropy consultation relating to taxation planning; Tax planning; Tax preparation; Tax and taxation planning, advice, information and consultancy services; Tax filing services; Business succession planning; Accounting services; Bookkeeping

Filing History

APPLICATION FILING RECEIPT MAILED
Aug 4, 2026 MAFR
NEW APPLICATION ENTERED
Aug 4, 2026 NWAP

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