Trademark Overview
On Wednesday, November 15, 2023, a trademark application was filed for BRIGHT LAKE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the BRIGHT LAKE WEALTH MANAGEMENT trademark a serial number of 98270994. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, August 26, 2024. This trademark is owned by Bright Lake Financial Inc. The BRIGHT LAKE WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others in the field of financial, mental and emotional health, lifestyle, and wellness with the goal of fostering independence and stability
Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, underwriting life and health insurance; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; Retirement plan administration services in the nature financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances in the nature of financial counseling services, namely, helping others build a better working relationship with their money; Financial advice; Financi...
Investment Tax Strategy being tax advisory services; Retirement income planning in the nature of income tax consultations
