Serial Number
50024055
Owner
Generational Wealth LLCAttorney
Michael MarkosFirst Use Date
Nov 27, 2024
Filing Date
Jul 30, 2026
SIMPLE FINANCIAL PLANNING Trademark
Serial Number: 50024055
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Michael Markos Legalforce RAPC Worldwide, P.C.
1580 W. El Camino Real, Suite 10
Mountain View, CA 94040
United States
Trademark Details
Filing Date
July 30, 2026
Registration Date
Not Registered
First Use Anywhere
November 27, 2024
First Use in Commerce
November 27, 2024
Goods & Services
Financial services, namely, wealth management services; Financial asset management; Investment advisory services; Financial consultation in the field of savings strategies and debt management; Financial planning and advisory services; investment portfolio management; retirement planning services; estate planning services in the nature of financial planning; financial planning for tax-advantaged investment strategies, life events, legacy planning, and intergenerational wealth transfer; financial evaluation and assessment services; financial monitoring and portfolio rebalancing services; financial advisory services relating to 401(k) plans, retirement accounts, health savings accounts, and employee benefit plans
