| Logo Mark Hewins Financial Advisors, LLC
87171877 15 Sep 2016 | on 10 Nov 2023 | Financial advice; Financial advice and consultancy services; Financial... Class 036 Class 036 Insurance & Financial Services Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Mutual fund advisory services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing a web site featuring personal financial information and financial advice; Strategic financial advisory services Class 041 Class 041 Education and Entertainment Services Color is not claimed as a feature of the mark. | | | ONEBITE Hewins Financial Advisors, LLC
86838316 03 Dec 2015 | on 17 Feb 2023 | Education services, namely, providing non-downloadable webinars in the... Class 036 Class 036 Insurance & Financial Services Education services, namely, providing non-downloadable webinars in the field of personal finance and financial planning; Education services, namely, providing on-line non-downloadable webinars and articles in the field of personal finance and financial planning; Education services, namely, providing non-downloadable webinars and articles via the internet in the field of personal finance and financial planning; Educational services, namely, providing continuing professional education courses in the field of personal finance and financial planning; Educational services, namely, providing on-line non-downloadable webinars and articles in the field of personal finance and financial planning; Providing a website featuring non-downloadable videos in the field of financial planning Class 041 Class 041 Education and Entertainment Services ONE BITE | | | EATING THE FINANCIAL ELEPHANT Hewins Financial Advisors, LLC
86839735 04 Dec 2015 | on 17 Feb 2023 | Education services, namely, providing non-downloadable webinars in the... Class 036 Class 036 Insurance & Financial Services Education services, namely, providing non-downloadable webinars in the field of personal finance and financial planning; Education services, namely, providing on-line non-downloadable webinars and articles in the field of personal finance and financial planning; Education services, namely, providing non-downloadable webinars and articles via the internet in the field of personal finance and financial planning; Educational services, namely, providing continuing professional education courses in the field of personal finance and financial planning; Educational services, namely, providing on-line non-downloadable webinars and articles in the field of personal finance and financial planning; Providing a website featuring non-downloadable videos in the field of financial planning Class 041 Class 041 Education and Entertainment Services Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Mutual fund advisory services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services | | | KEY ACCESS SERVICES POWERED BY HEWINS FINANCIAL Hewins Financial Advisors, LLC
85766229 29 Oct 2012 | on 14 Feb 2020 | Investment advisory services,Investment advisory services Class 036 Class 036 Insurance & Financial Services The mark consists of a shaded, incomplete square, the bottom right of which is a door that is partially ajar, and there is a keyhole on the door. The phrase "Key Access Services" is written in descending order on the upper-left of the square, and the phrase "Powered by Hewins Financial" is written across the bottom-left of the square. | | | KEY ACCESS SERVICES Hewins Financial Advisors, LLC
85766373 29 Oct 2012 | on 14 Feb 2020 | Investment advisory services,Investment advisory services Class 036 Class 036 Insurance & Financial Services Investment advisory services | | | TAX-SMART INDEXING Hewins Financial Advisors, LLC
87396265 03 Apr 2017 | on 22 Jan 2018 | Financial planning and advisory services, namely, providing an in-hous... Class 036 Class 036 Insurance & Financial Services Financial planning and advisory services, namely, providing an in-house, cost-effective investment approach that combines the advantages of indexing with tax-loss harvesting, i.e., selling securities to realize capital losses to offset realized gains, in a separate vehicle | | | MY STORYBOARD Hewins Financial Advisors, LLC
87203963 14 Oct 2016 | on 26 Jul 2017 | Providing personalized financial planning information through online p... Class 036 Class 036 Insurance & Financial Services Providing personalized financial planning information through online portal, namely, in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning, real-estate planning, life and disability insurance, college education planning, tax planning, family legacy and charitable planning? providing financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires, and information to assist in making investment and financial planning decisions; providing financial planning tool via the Internet, namely, for others to view full financial picture, including net worth, account balances, and overall progress on financial goals; financial services via the Internet, namely, assisting others to explore various scenarios and how certain decisions will affect the person's future | | | HEWINS FINANCIAL ADVISORS Hewins Financial Advisors, LLC
86109722 04 Nov 2013 | on 01 Oct 2014 | Financial advisory and consultancy services; Financial planning and in... Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services; Financial planning and investment advisory services; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Franchising services, namely, providing financial information and advice regarding the establishment and/or operation of wealth management services; Insurance and financial information and consultancy services; Investment advice; Investment advisory services | | | CUE WEALTH MANAGEMENT SOLUTIONS Hewins Financial Advisors, LLC
85948096 31 May 2013 | on 13 May 2014 | Franchising services, namely, providing financial information and advi... Class 036 Class 036 Insurance & Financial Services Color is not claimed as a feature of the mark. | | | CUE WEALTH MANAGEMENT SOLUTIONS Hewins Financial Advisors, LLC
85947491 31 May 2013 | on 13 May 2014 | Franchising services, namely, providing financial information and advi... Class 036 Class 036 Insurance & Financial Services Franchising services, namely, providing financial information and advice regarding the establishment and/or operation of wealth management services; Investment advisory services; Strategic corporate financial advisory services; Strategic financial advisory services | |