U.S. federal trademark · Serial No. 99398917 · Reg. No. 8221732
Educational services, namely, providing classes, seminars, workshops, and presentations in the fields of personal finance, investing, and tax.; Educational services, namely, conducting informal on-line programs in the fields of personal finance, investing, and tax, and printable materials distributed therewith
Tax preparation; Tax and taxation planning, advice, information and consultancy services; Income tax preparation
Financial planning and investment advisory services; Financial advice; Financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.