Word

SHIFTING THE CULTURE WEALTH PARTNERS

Status

Pending

Status Code

630

Status Date

Monday, September 2, 2024

Serial Number

98729089

Filing Date

Monday, September 2, 2024

Trademark Owner History

Shifting the Culture Wealth Partners LLC

Classifications

36 Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultation; Financial consulting; Financial investment brokerage services; Financial management; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services; Providing financial advisory services; Providing financial information and financial advice via a website; Providing financial information via a website; Providing information in the field of financial planning; Providing information in the field of employee financial benefit plans; Provision of financial information

The mark consists of The mark consists of two distinct sides. On the left hand side is a figure that resembles a diamond but has rounded edges on the left and right side of the diamond. Out of the top right side of this diamond-shaped figure is a hand reaching downward towards the middle of the shape. Out of the bottom left of the shape is a mirror image of a hand reaching upward toward the other hand. While both hands are reaching towards each other, the two do not touch. Next, to the right of this diamond figure are the words Shifting the Culture Wealth Partners. The words are right-aligned and stacked in 3 levels. The top level says "shifting". The level below it says "the culture". The bottom level says "wealth partners".
Color is not claimed as a feature of the mark.
"wealth partners"

Trademark Events

Sep 2, 2024

New Application Entered