Word

Status

Pending

Status Code

630

Status Date

Thursday, August 8, 2024

Serial Number

98688574

Filing Date

Thursday, August 8, 2024

Trademark Owner History

Casey Snyder

Classifications

41 Business education and training services, namely, developing customized in-company leadership and executive development programs, providing executive coaching services, and providing public and in-company keynote presentations to business leaders; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Business training; Business training in the field of leadership development and executive coaching; Career coaching services; Leadership development training in the field of business and executive coaching; Life coaching services in the field of leadership development, career development, professional development, and entrepreneurship development; Money coaching services

36 Capital investment services; Consultancy of capital investment; Consulting and information concerning insurance; Estate planning; Estate trust planning; Financial advice relating to tax; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, creating personalized financial strategies for assisted living transitions; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment analysis and stock research; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, multigenerational wealth management and generational financial planning services; Financial planning, namely, executive wealth management services; Financial planning, namely, creating personalized financial strategies in response to transitional life events such as marriage, divorce, career change, having children, retiring, purchasing a home, and saving for higher education; Financial planning, namely, creating personalized financial strategies for integrating resources such as Social Security and Medicare; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment of funds for others; Management of a capital investment fund; Mutual funds and capital investment; Providing information regarding financial investment strategies; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

35 Accounting services; Accounting advisory services; Business consultation in the field of business leadership development; Business consulting services in business leadership development and business management; Business management consultation in the field of executive and leadership development; Consulting services, namely, expert analysis and management consulting in economics and accounting; Cost accounting; Income tax consultation; Income tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax declaration procedure services; Tax filing services; Tax preparation

The mark consists of a stylized shield with lines intersecting across the middle of the shield to form a fanciful letter H.
Color is not claimed as a feature of the mark.

Trademark Events

Aug 8, 2024

New Application Entered