INTEGRATIVE WEALTH SYSTEM Trademark
Serial Number: 50098213
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Britt L. Anderson Ashurst Perkins Coie US LLP
3150 Porter Drive
Palo Alto, CA 94304
United States
Trademark Details
Filing Date
September 9, 2026
Registration Date
Not Registered
Goods & Services
Educational services, namely, providing educational courses in the field of financial planning; Educational services, namely, providing seminars, training courses, and retreats in the fields of wealth preservation, financial freedom, and leadership; arranging and conducting educational workshops and seminars in the fields of financial literacy, wealth building, and legacy preservation; Providing online and in-person educational courses in the fields of wealth management strategies and legacy planning; Educational retreats in the fields of personal finance, wealth preservation, and intergenerational wealth transfer strategies; Educational and entertainment services, namely, providing motivational and educational speakers; Providing online non-downloadable educational podcasts in the field of in the fields of wealth preservation, financial freedom, and leadership; Educational services, namely, preparing and administering educational curricula for professional certification of financial advisors; Educational services, namely, providing educational courses in the fields of finance, wealth advisory services, wealth building, and investing based on a client's life goals, identity, values, and circumstances; Providing training for certification in the field of finance, wealth building, and investing; Educational services, namely, leadership training services enabling individuals to adjust to change and sustained responsibility; Meditation training