Serial Number
98584868
Owner
Sterling Financial Group, Inc.Attorney
Griffin LeeFirst Use Date
Sep 6, 2019
Filing Date
Jun 4, 2024
BUILDING TRUST OVER GENERATIONS Trademark
Serial Number: 98584868 • Registration: 8207157
Trademark Classes
Owner Contact Info
201 S Lake Ave., Ste. 500
Pasadena, CA 91101
Entity Type: 03
Legal Representation
Correspondence Address
Griffin Lee The Law Office of Griffin Lee, APC
3300 Foothill Blvd. #12360
La Crescenta, CA 91214
United States
Trademark Details
Filing Date
June 4, 2024
Registration Date
April 7, 2026
First Use Anywhere
September 6, 2019
First Use in Commerce
September 6, 2019
Published for Opposition
January 14, 2025
Goods & Services
Financial planning and advising services; Investment advising services, namely short-term and long-term investment advising and portfolio management; Wealth management services, namely holistic evaluation of financial goals, cash flow management, debt usage management, and risk management advising services; Estate planning services, namely title and asset review, trust administration, trustee selection advising, estate settlement evaluation, and trustee counseling; Retirement planning services, namely individual and small business retirement plan management, 401(k)/profit-sharing plan management; Insurance advising services, namely exposure and risk evaluation, policy evaluation, long-term care policy advising; Tax services, namely individual and family tax preparation services, business tax preparation services, tax planning and strategy advising services, and charitable trust management services; Business consulting services.
