Trademark Overview
On Wednesday, November 24, 2021, a trademark application was filed for PURPOSEFUL WEALTH EXPERIENCE with the United States Patent and Trademark Office. The USPTO has given the PURPOSEFUL WEALTH EXPERIENCE trademark a serial number of 97142158. The federal status of this trademark filing is REGISTERED as of Tuesday, December 27, 2022. This trademark is owned by Guillaume & Freckman, Inc.. The PURPOSEFUL WEALTH EXPERIENCE trademark is filed in the Insurance & Financial Services category with the following description:
Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment advice in the fields of securities, education and retirement; Investment advisory services; Investment management; Investment of funds for others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services
