Serial Number
97195089
Owner
Financial Synergistics Group, Inc.Attorney
Karen Schuller BoardmanFirst Use Date
Oct 15, 2022
Filing Date
Dec 29, 2021
PURE PERSPECTIVE Trademark
Serial Number: 97195089 • Registration: 7689605
Trademark Classes
Owner Contact Info
180 E Main Street, Suite 206
Tustin, CA 92780
Entity Type: 03
Legal Representation
Correspondence Address
Karen Schuller Boardman Alignment Legal
4601 Park Road, Suite 530
Charlotte, NC 28209
United States
Trademark Details
Filing Date
December 29, 2021
Registration Date
February 11, 2025
First Use Anywhere
October 15, 2022
First Use in Commerce
October 15, 2022
Published for Opposition
September 5, 2023
Goods & Services
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial planning and investment advisory services; Insurance and financial information and consultancy services; Insurance brokerage in the field of life, disability and long term care; Insurance information and consultancy; Insurance underwriting consultation; Life insurance brokerage; Providing financial assessment services to individuals, families, business owners, and businesses; Providing financial consultation services to individuals, families, business owners, and businesses; Providing financial information services to individuals, families, business owners, and businesses; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services; Strategic corporate financial advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others