Serial Number
50022585
Owner
Caroline LarsonAttorney
Sumedh RishiFirst Use Date
Nov 1, 2025
Filing Date
Jul 30, 2026
LARSON WEALTH & LEGACY Trademark
Serial Number: 50022585
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Owner Contact Info
Legal Representation
Correspondence Address
Sumedh Rishi
447 Sutter Street, Suite 405
San Francisco, CA 94108
United States
Trademark Details
Filing Date
July 30, 2026
Registration Date
Not Registered
First Use Anywhere
November 1, 2025
First Use in Commerce
December 1, 2025
Goods & Services
Education services, namely, providing classes, seminars, and workshops in the field of family governance planning, succession, wealth management, and portfolio implementation; Education services, namely, mentoring in the field of family governance planning, succession, wealth management, and portfolio implementation
Legal services relating to company formation and registration
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advisory and consultancy services, namely, creating personalized strategies for tax planning, asset protection structuring, trust planning and management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning; Estate planning; Estate trust management; Estate trust planning; Financial trust planning; Financial trust administration
