U.S. federal trademark · Serial No. 87796200 · Reg. No. 5900123
Computer services, namely, creating an on-line community of registered users to participate in peer-to-peer learning groups of high net worth individuals for critique of all aspects of an individual's portfolio, from both a personal and financial perspective, to analyze diversifying asset allocations, charitable contributions and tax ramifications, estate planning, foundations, raising children, investments and retirement
Business networking of peer to peer learning groups of high net worth individuals; Business networking of peer-to-peer learning groups of high net worth individuals for critique regarding all aspects of an individual's portfolio such as diversification of asset allocations, charitable contributions and tax ramifications, estate planning, foundations, raising children, investments and retirement
Education services, namely, providing group and one on one mentoring in the field of investments; Providing group coaching and in-person learning forums in the field of peer-to-peer learning groups of high net worth individuals for critique of all aspects of an individual's portfolio, from both a personal and financial perspective, to analyze diversifying asset allocations, charitable contributions and tax ramifications, estate planning, foundations, raising children, investments and retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.