Trademark Search  /  A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION.

A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION.

● Live · Pending

U.S. federal trademark · Serial No. 99644744

Mark
A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION.
Status
Pending
Serial Number
99644744
Filing Date
February 10, 2026
Class(es)
Class 036

Owner

Gabriela C. Mechem
01 · San Jose, CA, US

Goods & Services

Financial retirement plan consulting services

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.