Serial Number
99763972
Owner
CEG Worldwide, LLCAttorney
Christopher J. PalermoFirst Use Date
Apr 10, 2026
Filing Date
Apr 14, 2026
PRACTICE ARCHITECTURE MODEL Trademark
Serial Number: 99763972
Trademark Classes
Owner Contact Info
Legal Representation
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
April 14, 2026
Registration Date
Not Registered
First Use Anywhere
April 10, 2026
First Use in Commerce
April 10, 2026
Goods & Services
Business consulting and advisory services for financial advisors and financial services professionals in the field of practice management, namely, strategic business planning, organizational design, team development, client experience design, enterprise valuation enhancement, and professional referral network development; business coaching services for financial advisors in the field of transitioning from founder-dependent business models to scalable, transferable business enterprises; business management consulting services for financial advisory practices, namely, diagnosing operational constraints, designing decision-making frameworks for staff, developing structured client service processes, and creating systems for sustainable business growth and enterprise value optimization