U.S. federal trademark · Serial No. 97930430 · Reg. No. 7400462
Educational services, namely, training and coaching services in the fields of financial advising, wealth management, professional networking, and practice development for financial advisors; educational services, namely, training on cost/benefit analysis of personal financial decision-making, mortgages, 401K plans, life insurance and savings habits; educational services, namely, teaching advisors and agents how to coach clients in a financially-conscious manner
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.