Trademark Overview
On Thursday, October 2, 2025, a trademark application was filed for E with the United States Patent and Trademark Office. The USPTO has given the E trademark a serial number of 99425311. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, October 2, 2025. This trademark is owned by EVERGREEN WEALTH CORPORATION. The E trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Educational services, namely, providing educational resources including blog articles and written content, in the fields of investing, financial planning, banking, and portfolio management.
Downloadable software for financial and banking clients to view portfolios and account information, monitor performance, access banking and investment features, and communicate with fiduciary advisors; Downloadable computer communications software to allow customers to access bank and investment accounts information and transact bank business
Investment advisory services and financial planning; Financial portfolio management; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, coordination, across a portfolio of accounts, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement and brokerage accounts using a bank account; Providing a website featuring information in the field of investment advisory services, financial advice, and tax optimization; Investment advisory ...
