Trademark Overview
On Monday, August 21, 2023, a trademark application was filed for A DECIDEDLY HUMAN APPROACH TO WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the A DECIDEDLY HUMAN APPROACH TO WEALTH MANAGEMENT trademark a serial number of 98141979. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, July 30, 2024. This trademark is owned by Ballentine Partners, LLC. The A DECIDEDLY HUMAN APPROACH TO WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial planning and investment advisory services; Investment consultation in the fields of private and public investment, investment portfolio design, investment manager due diligence and selection, risk management, tax planning, family and business continuity, philanthropy, cash management, estate planning, and real estate; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of workers' compensation
Business consulting, management, and planning services in the field of business investments, business acquisitions, sales of a business, and securities regulation and compliance; Business strategic planning services; Human resource analysis and consulting services; Payroll processing services; Professional staffing and recruiting services
