Trademark Overview
On Tuesday, August 23, 2022, a trademark application was filed for GENERATIONAL WEALTH SPECIALIST with the United States Patent and Trademark Office. The USPTO has given the GENERATIONAL WEALTH SPECIALIST trademark a serial number of 97560689. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, July 12, 2023. This trademark is owned by Taxbox Refund LLC. The GENERATIONAL WEALTH SPECIALIST trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Conducting of educational conferences in the field of business mentorship, financial literacy, real estate and of life, health, auto, accident and fire insurance with sales people and consumers interested in utilizing our services; Education services, namely, providing podcasts, content creation, seminars,and phone calls with sales people with sales associates and consumers in the field of business mentorship, financial literacy, real estate, and of life, health, auto, accident and fire insurance; Educational services, namely, providing a continuing prerecorded audio program in the field of business mentorship, financial literacy, real estate and of life, health, auto, accident and fire insurance accessible over the internet; Educational services, namely, conducting podcasts, content creation, seminars,and phone calls with sales people and consumers in the field of business mentorship, financial literacy, real estate, and of life, health, auto, accident and fire insurance; Entertainmen...
Insurance claims processing in the field of but not limited to, life, health, auto, accident and fire claims; Insurance services, namely, underwriting, issuance and administration of but not limited to, life, health, auto, accident and fire insurance; Mortgage brokerage; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Real estate brokerage; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; Commercial and residential real estate agency services; Financial services, namely, credit repair and restoration; Financial services, namely, wealth management services
Tax preparation services provided via in person, telephone, online, and/or virtual interactions; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization
