Serial Number
99650527
Owner
Edward J. Bosch, Jr. and Associates, LLCAttorney
Trevor A. Caudle, Esq.Filing Date
Feb 12, 2026
THE LIST TO LIFE METHOD Trademark
Serial Number: 99650527
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Owner Contact Info
541 Buttermilk Pike, Suite 305
Crescent Springs, KY 41017
Entity Type: 16
Legal Representation
Correspondence Address
Trevor A. Caudle, Esq. Trevor Caudle Law Practice, PC
350 Bay Street, #100-363
San Francisco, CA 94133
United States
Trademark Details
Filing Date
February 12, 2026
Registration Date
Not Registered
Published for Opposition
July 7, 2026
Goods & Services
Providing temporary use of on-line non-downloadable software for use as a wealth management client portal; Providing temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires
Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management
Life coaching services in the field of wealth management
Filing History
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