Serial Number
87799009
Owner
Forum Financial Management, LPAttorney
Jaclyne D. WallaceFiling Date
Feb 15, 2018
WEALTH ADVISOR ALLIANCE Trademark
Serial Number: 87799009 • Registration: 5572426
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 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
1900 South Highland Ave, Suite 100
Lombard, IL 60148
Entity Type: 13
Legal Representation
Correspondence Address
Jaclyne D. Wallace Foley & Lardner LLP
321 North Clark Street, Suite 3000
Chicago, IL 60654-4762
United States
Trademark Details
Filing Date
February 15, 2018
Registration Date
September 25, 2018
Goods & Services
Business education and training services, namely, coaching programs on marketing in the fields of financial and wealth advisors
Providing an internet website portal for advisors and clients featuring financial information regarding current performance and archived performance statements, and reports on performance, analytics, and gain reporting
Providing office support staff services and business services in the nature of providing office functions for others in the financial and wealth advisors, investments, estate planning, taxes, and insurance industries
