Trademark Overview
On Monday, July 17, 2023, a trademark application was filed for ADVOCACY WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ADVOCACY WEALTH MANAGEMENT trademark a serial number of 98088192. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, April 4, 2024. This trademark is owned by Forge Consulting, LLC. The ADVOCACY WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial consultation, namely, designing financial, fiduciary, and wealth management solutions for settlements of legal claims that work in concert with structured annuities; financial, fiduciary, and insurance consulting services for attorneys, litigants, and financial professionals in designing settlements of legal claims; financial services, namely, providing financial, fiduciary, and insurance planning and analysis in connection with the settlement of legal claims, including qualified and non-qualified annuities; coordination of trustee services; financial and trust planning with appropriate legal counsel; financial, fiduciary, and insurance planning services for disabled and non-disabled individuals and their families in need of insurance, financial and trust planning; traditional wealth management and trust planning to ensure long-term financial stability; financial, insurance, and fiduciary planning and analysis in connection with the settlement of legal claims and planning foc...
