Word

BRIGHT LAKE FINANCIAL

Status

Pending

Status Code

630

Status Date

Saturday, November 18, 2023

Serial Number

98270989

Mark Type

4000

Filing Date

Wednesday, November 15, 2023

Trademark Owner History

Bright Lake Financial Inc

Classifications

41 Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others to promote awareness of the need for independence and stability, namely, financial, mental and emotional health, lifestyle, and wellness

36 Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, writing various life and health insurance policies; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; retirement plan administration services; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs. Finance-related consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances; Financial advice; Financial management; Financial trust planning; Financial asset management; Financial planning for retirement; Retirement Planning; Investment Tax Strategy; Retirement Income Planning; Healthcare Planning; Financial Legacy Planning; Investment advisory services; Financial Services; Investment advice; Mutual fund investment; Financial planning and investment advisory services; Annuity Services, namely, account and investment administration

Trademark Events

Dec 20, 2023

New Application Office Supplied Data Entered

Nov 18, 2023

New Application Entered