U.S. federal trademark · Serial No. 50049646
Financial asset management in the field of real estate; Financial portfolio management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Real estate brokerage; Real estate brokerage services; Financial consulting in the field of real estate note brokerage; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; Financial advice, namely, budget planning; Real estate brokerage of residential and commercial properties
Tax advisory services; Tax planning; Tax and taxation planning, advice, information and consultancy services; Property tax consulting services; Tax assessment; Tax preparation; Business auditing; Financial auditing; Auditing of financial statements; Business consulting, management, and planning services in the field of real estate transactions; Real estate transaction auditing services, namely, coordinating, managing, and facilitating real estate transactions; Financial records management; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Financial record-keeping for insurance risk management and regulatory compliance purposes; Accounting services; Bookkeeping
(Based on Use) Educational and entertainment services, namely, providing motivational speaking services in the field of financial literacy, wealth building, tax planning, real estate investing, and investment strategies; Educational services, namely, providing educational speakers in the field of financial literacy, tax planning, wealth management, real estate investing, and investment strategies; Providing online non-downloadable publications in the nature of educational course materials in the field of tax auditing, tax protection, tax planning, IRS audit support, financial literacy, wealth building, and financial management; Educational services, namely, conducting programs in the field of tax protection, tax planning, IRS audit support, financial literacy, bookkeeping, accounting, wealth building, and financial management (Based on Intent to Use) Providing online non-downloadable educational podcasts in the field of financial literacy, wealth building, tax planning, real estate investing, and investment strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.