Serial #99603461 Trademark
Serial Number: 99603461
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
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
Owner Contact Info
1990 N. California Blvd. 8th Floor
Walnut Creek, CA 94596
Entity Type: 01
Legal Representation
Correspondence Address
Addison K Adams Adams Corporate Law, Inc.
17853 Santiago Blvd, Suite 107-283
Villa Park, CA 92861-4113
United States
Trademark Details
Filing Date
January 20, 2026
Registration Date
Not Registered
Goods & Services
Downloadable reports featuring financial planning information; downloadable educational publications, namely, printable guides in the field of personal financial planning.
Providing an internet website portal featuring personal financial planning educational materials, namely, non-downloadable articles, guides, and planning checklists; providing non-downloadable webinars, all related to budgeting, saving, and retirement readiness; all of the foregoing provided exclusively to clients and not including professional financial advisor training or enterprise financial education services.
Financial consulting in the areas of college savings planning, home affordability analysis, budgeting and cash flow planning, and retirement goal planning; Providing financial planning and advisory services for individuals and families; Financial planning services, namely, providing modular and comprehensive financial plans tailored to individual client needs; all of the foregoing excluding investment brokerage, securities trading, trust administration, or discretionary investment management services.
