MODERN ELDER WEALTH ADVISOR Trademark

Serial Number: 50108947

MODERN ELDER WEALTH ADVISOR is a trademark filed by CEG Worldwide, LLC on September 15, 2026. The trademark is classified under unclassified. The application is currently pending registration.

Owner Contact Info

CEG Worldwide, LLC (40 trademarks)

1954 Hayes Lane
San Martin, CA 95046

Entity Type: 16

Legal Representation

Attorney of Record

Christopher J. Palermo

901 trademarks filed View all →

Correspondence Address

Christopher J. Palermo Baker Botts L.L.P.

401 S 1st Street

Unit 1300

Austin, TX 78704-1296

United States

Trademark Details

Filing Date

September 15, 2026

Registration Date

Not Registered

Goods & Services

Indicating completion of a curriculum of classes, seminars, workshops, retreats, educational events and keynote presentations in the field of financial planning and financial advisory services

Filing History

APPLICATION FILING RECEIPT MAILED

Sep 15, 2026 MAFR

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 15, 2026 NWOS

NEW APPLICATION ENTERED

Sep 15, 2026 NWAP

Related Trademarks

More from this Owner

FULFILLMENT AND BALANCE REVIEW

PORTFOLIO OF PURPOSE

THE ACCOUNTABILITY BOUNDARY

WHAT'S NEXT CONVERSATION

PRACTICE ARCHITECTURE MODEL