THE WAY FORWARD FRAMEWORK Trademark

Serial Number: 99485946

THE WAY FORWARD FRAMEWORK is a trademark filed by Bogart Wealth, LLC on November 7, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

Bogart Wealth, LLC (5 trademarks)

2010 Corporate Ridge
McLean, VA 22102

Entity Type: 16

Legal Representation

Attorney of Record

Thomas M. Dunlap

624 trademarks filed View all →

Correspondence Address

Thomas M. Dunlap Dunlap Bennett & Ludwig PLLC

211 Church St., SE

Leesburg, VA 20175

United States

Trademark Details

Filing Date

November 7, 2025

Registration Date

Not Registered

Published for Opposition

April 14, 2026

Goods & Services

Tax consulting services; Tax and taxation planning, advice, information and consultancy services; Tax preparation

Financial planning and investment advisory services; Investment advisory services; Investment management; Financial planning for retirement; Estate planning; Financial planning, namely, Roth conversion analysis for retirement; Financial planning, namely, Social Security optimization; Financial analysis; Financial advisory and consultancy services, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy; Financial planning; Investment advice in the fields of Registered Investment Advisor (RIA) services; Financial planning, namely, cash flow planning; Financial planning, namely, multi-generational financial planning; Financial consultancy