STEWARDSHIP ADVISORY AND GUIDANCE EXPERT Trademark

Serial Number: 50019680

STEWARDSHIP ADVISORY AND GUIDANCE EXPERT is a trademark filed by MTM Technology, Inc on July 29, 2026. The trademark is classified under Class 9 (Computers & Electronics), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

9

Class 9 - Computers & Electronics

Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments

41

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

42

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

MTM Technology, Inc (4 trademarks)

1340 Smith Avenue
Baltimore, MD 21209

Entity Type: 03

Legal Representation

Correspondence Address

MTM Technology, Inc

1340 Smith Avenue

Suite 200

Baltimore, MD 21209

United States

Trademark Details

Filing Date

July 29, 2026

Registration Date

Not Registered

Goods & Services

Providing temporary use of non-downloadable software featuring artificial intelligence for assessing, analyzing, and improving stewardship practices, family governance, wealth stewardship, family communication, leadership development, philanthropy, mentoring, decision-making, and multi-generational family enterprise planning; providing artificial intelligence-generated insights, recommendations, reporting, and decision-support tools to assist individuals, families, advisors, and family enterprises in stewardship planning and governance.

Downloadable software featuring artificial intelligence for assessing, analyzing, and improving stewardship practices, family governance, wealth stewardship, family communication, leadership development, philanthropy, mentoring, decision-making, and multi-generational family enterprise planning; downloadable software providing personalized insights, recommendations, reports, and educational resources in the field of stewardship.

Educational services, namely, providing online educational content, digital learning experiences, workshops, coaching, mentoring, and training in the fields of stewardship, family governance, wealth stewardship, family communication, leadership development, philanthropy, family enterprise, and advisor education, including educational services delivered through artificial intelligence-enabled software platforms.