| RETIREMENT DESIGN SYSTEM J. Biance Wealth Management, LLC
88207475 27 Nov 2018 | on 10 Mar 2020
| Financial planning; Financial planning for retirement; Financial plann... Class 036 Class 036 Insurance & Financial Services "RETIREMENT" AND "SYSTEM" | | | J. BIANCE FINANCIAL J. Biance Wealth Management, LLC
88506197 09 Jul 2019 | on 14 Jan 2020
| Financial advisory and consultancy services, namely, coordination with... Class 036 Class 036 Insurance & Financial Services "FINANCIAL" | | | J. BIANCE FINANCIAL J. Biance Wealth Management, LLC
88505724 09 Jul 2019 | on 14 Jan 2020
| Financial planning; Financial planning and investment advisory service... Class 036 Class 036 Insurance & Financial Services The mark consists of the profile of a chess piece known as a knight facing left over the literal element "J. BIANCE" in stylized bold font over the literal element "FINANCIAL" with horizontal lines underscoring "J. BIANCE" but not overlapping "FINANCIAL". | | | BREAKING GROUND J. Biance Wealth Management, LLC
88504760 08 Jul 2019 | on 14 Jan 2020
| Financial planning; Financial advisory and consultancy services, namel... Class 036 Class 036 Insurance & Financial Services The mark consists of the literal element "BREAKING" in gray appearing above the literal element "GROUND" in rust with the stem of the letter "K" in a being thicker that the rest of the font in "BREAKING" and forming the handle of a shovel or spade and the "U" in "GROUND" appearing as the blade and in gray. | | | ID INHERITANCE DESIGN J. Biance Wealth Management, LLC
88504789 08 Jul 2019 | on 14 Jan 2020
| Estate planning; Financial planning; Financial advisory and consultanc... Class 036 Class 036 Insurance & Financial Services The mark consists of The literal element "ID" with the bowl of the "D" in gray and the stem of the "D" represented by an "I" in rust to the left of the literal element "INHERITANCE" in gray capitalized font above the literal element "DESIGN" in rust lower case font with the "D" separated from the other literal elements by a gray vertical bar. | | | SOUND RETIREMENT BLUEPRINT J. Biance Wealth Management, LLC
88261172 14 Jan 2019 | on 24 Sep 2019
| Financial services, namely, a total portfolio offering for high net wo... Class 036 Class 036 Insurance & Financial Services The mark consists of the wording "SOUND RETIREMENT" in white and gray outlines having gray horizontal lines appear above and below the said wording and several gray vertical lines between letters. A design of two circle appear in letter "O", a circle appears in letter "U" and a circle appears in the second R of the term "RETIREMENT". The term "BLUEPRINT" in rust is on the bottom. | | | CERTIFIED RETIREMENT ENGINEER J. Biance Wealth Management, LLC
90260170 16 Oct 2020 | on 23 Jan 2023 | Financial advisory and consultancy services, namely, coordination, wit... Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services, namely, coordination, within a single account of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, healthcare planning; Financial planning, namely, estate planning; Financial retirement plan consulting services; Financial trust planning; Investment advice | | | LIVE RETIREMENT RICHLY J. Biance Wealth Management, LLC
88813949 27 Feb 2020 | on 22 Mar 2021 | Estate planning; Financial advisory and consultancy services, namely, ... Class 036 Class 036 Insurance & Financial Services Estate planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, cash-flow management; Financial advisory and consultancy services, namely, debt elimination planning; Financial advisory and consultancy services, namely, coordination within a single account of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advisory and consultancy services, namely, inter-generational mentoring and multi-generational retreat planning; Financial advisory and consultancy services, namely, inter-generational mentoring; Financial advisory and consultancy services, namely, planning for multi-generational retreats; Financial advisory and consultancy services, namely, saving for college; Financial advisory and consultancy services, namely, student loan payoff planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, defining family vision and principles; Financial planning, namely, estate planning; Financial planning, namely, healthcare planning; Financial planning, namely, saving for college; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating and managing a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity; Financial planning, namely, consultation services to retirees and their heirs; Financial planning, namely, consultation services to young investors; Financial retirement plan consulting services; Financial trust planning; Financial administration of retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment advice; On-line financial planning services | | | SOUND RETIREMENT BLUEPRINT J. Biance Wealth Management, LLC
87795760 13 Feb 2018 | on 02 Jan 2019 | Investment advisory services,Investment advisory services Class 036 Class 036 Insurance & Financial Services Investment advisory services | |