WEALTH BEYOND THE NUMBERS
associated with 27 other trademarks
Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidat...

Words that describe this trademark:

strategic asset allocation  asset allocation  advisory investment  manager selection  investment consultation  selection review  financial advisory  financial manager  allocation  consultation 

Serial Number:

85777860

Mark:

WEALTH BEYOND THE NUMBERS

Status:

Section 8 and 15-accepted and acknowledged

Status Date:

02-20-2021

Filing Date:

Registration Number:

4645667

Registration Date:

11-25-2014

Goods and Services:

Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services

Mark Description:

N/A

Class:

Insurance

Type of Mark:

Servicemark

Published for Opposition Date:

04-30-2013

Mark Drawing Status:

4

Abandon Date:

N/A

Business Name:

200 W. SUPERIOR ST.

Correspondent Name:

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