NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 10 Jun 2024
Last Applicant/ Owned by
5900 Balcones Drive STE 100
Austin
TX
78731
Serial Number
98593500 filed on 10th Jun 2024
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
WEALTH BEYOND MATH
Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial planning; 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 planning, namely, the creation of personalized strategies to achieve Read More
Classification Information
Class [041]
Education and Entertainment Services
Education services, namely, mentoring in the field of wealth management and financial independence; Education services, namely, one-on-one mentoring in the field of wealth management and financial independence; Education services, namely, one-on-one mentoring in the fields of wealth management and financial independence; Education services, namely, providing career re-training lessons, tutorials and seminars in the fields of wealth management and financial independence; Education services, namely, providing live and on-line lessons, tutorials and seminars in the field of wealth management and financial independence; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of wealth management and financial independence; Education services, namely, providing non-downloadable webinars in the field of wealth management and financial independence; Education services, namely, providing on-line lessons, tutorials and seminars in the field of wealth management and financial independence; Education services, namely, providing panel discussions in the field of wealth management and financial independence; Education services, namely, providing tutorial sessions in the field of wealth management and financial independence; Education services, namely, providing tutorial sessions in the fields of wealth management and financial independence; Education services, namely, providing lessons, tutorials and seminars in the field of wealth management and financial independence; Education services, namely, providing lessons, tutorials and seminars in the fields of wealth management and financial independence; Educational services in the nature of wealth management schools; Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of wealth management and financial independence and distribution of training material in connection therewith; Educational services, namely, conducting informal on-line programs in the fields of wealth management and financial independence, and printable materials distributed therewith; Educational services, namely, conducting informal programs in the fields of wealth management and financial independence, using on-line activities and interactive exhibits, and printable materials distributed therewith; Educational services, namely, conducting on line and telephonic instruction and courses in the field wealth management and financial independence; Educational services, namely, conducting on-line exhibitions and displays and interactive exhibits in the field of wealth management and financial independence; Educational services, namely, conducting programs in the field of wealth management and financial independence; Educational services, namely, conducting lessons, tutorials and seminars in the fields of wealth management and financial independence and distribution of training materials in connection therewith; Educational services, namely, conducting lessons, tutorials and seminars for businesses in the field of wealth management and financial independence; Educational services, namely, conducting lessons, tutorials and seminars for individual clients in the field of wealth management and financial independence; Educational services, namely, conducting lessons, tutorials and seminars in the field of wealth management and financial independence and distribution of training material in connection therewith; Educational services, namely, conducting lessons, tutorials and seminars in the field of wealth management and financial independence and distribution of course materials in connection therewith in printed or electronic format; Educational services, namely, conducting lessons, tutorials and seminars in the field of wealth management and financial independence and distribution of educational materials in connection therewith; Educational services, namely, conducting lessons, tutorials and seminars in the field of wealth management and financial independence and distribution of course and educational materials in connection therewith; Educational services, namely, conducting lessons, tutorials and seminars in the field of wealth management and financial independence and distribution of course material in connection therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of wealth management and financial independence; Educational services, namely, providing on-line lessons, tutorials and seminars in the field of wealth management and financial independence; Educational services, namely, providing educational speakers in the field of wealth management and financial independence; Educational services, namely, providing a continuing prerecorded audio program in the field of wealth management and financial independence accessible over the internet; Educational services, namely, providing displays and exhibits in the field of wealth management and financial independence; Educational services, namely, providing internships and apprenticeships in the field of wealth management and financial independence; Educational services, namely, providing lessons, tutorials and seminars in the fields of wealth management and financial independence; Educational and entertainment services, namely, providing motivational and educational speakers; Educational and entertainment services, namely, providing motivational speaking services in the field of wealth management and financial independence; Educational and entertainment services, namely, providing speaking tours in the nature of live presentations by educational and motivational speakers; Training services in the field of wealth management and financial independence; Advisory services in the field of wealth management and financial independence training; Consulting services in the field of wealth management and financial independence training; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth management and financial independence; Entertainment services, namely, arranging and conducting of competitions in the field of wealth management and financial independence; Entertainment and educational services, namely, the presentation of seminars, lectures, workshops and panel discussions, and ongoing television and radio talk shows all in the field of public interest concerning wealth management and financial independence; Event management services being organizing and conducting educational events in the field of wealth management and financial independence; Interactive on-line training services in the field of wealth management and financial independenceent and financial independence; Providing educational mentoring services and programs in the field of wealth management and financial independence; Providing a website featuring non-downloadable videos in the field of financial planning; Virtual training services in the field of wealth management and financial independence; Virtual training services in the field of wealth management and financial independence featuring interactive chat sessions
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial planning; 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 planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Financial services, namely, credit repair and restoration; Financial services, namely, debt settlement; Financial services, namely, gold trading; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, money lending; Financial services, namely, mortgage refinancing; Financial services, namely, real estate note brokerage; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial administration of employee pension plans; Financial administration of investment portfolios; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial calculation services for others, namely, royalty calculation; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consulting services, namely, expert analysis in finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial management of employee pension plans; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial services, namely, mortgage planning; Financial trust planning; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment management services in the field of acquiring joint ventures; Investment risk assessment services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of a capital investment fund; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; Trust management accounts; Trust services, namely, investment and trust company services; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Charitable fundraising services for promoting research, education and other activities relating to wealth management and financial independence; Estate trust management; Estate trust planning; Financial asset management; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial investment brokerage services; Financial management in the field of investment portfolios; Financial portfolio management; Financial services in the nature of an investment security; 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, 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial trust operations; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; On-line financial planning services; Private equity fund investment services; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial advisory services; Providing financial advisory services in the field of digital currency; Providing financial assessment services to clients; Providing financial consultation services to clients; Providing financial information services to clients; 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 in the field of financial planning; Providing information in the field of financial planning for creating personalized strategies for achieving financial independence; Providing information in the field of employee financial benefit plans; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Public equity investment management; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate funds investment services; Real estate investment trust services; Strategic financial advisory services; Strategic corporate financial advisory services
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98593500
Mark Type
No Service Mark
Attorney Docket Number
No WBM-TM
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 10th Jun 2024 | NEW APPLICATION ENTERED |