U.S. federal trademark · Serial No. 99280564
Providing online training in the field of wealth management and financial planning; Providing online training in the field of financial literacy, wealth-building featuring interactive chat sessions; Arranging and conducting of seminars and workshops in the field of financial education and personal wealth management; Providing on-line resource guides for relatives concerning children in the fields of education, recreation, and entertainment; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of software usage for financial and wealth optimization; Money coaching services; Education services, namely, providing tutoring in the field of wealth-building strategies and personal finance education
Downloadable database management software for use by financial advisors; Downloadable computer software for managing and verifying financial transactions; Downloadable mobile applications for wealth management, financial planning, and education; Recorded computer application software for mobile phones, namely, software for wealth optimization algorithms
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.