Trademark Overview
On Thursday, April 2, 2026, a trademark application was filed for SCALE STEWARD with the United States Patent and Trademark Office. The USPTO has given the SCALE STEWARD trademark a serial number of 99741637. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 2, 2026. This trademark is owned by Scale Consulting Group, LLC. The SCALE STEWARD trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:
Providing temporary use of on-line non-downloadable cloud computing software for use in financial advisory practice management, customer relationship management, document management, and marketing campaign management; Software as a service (SAAS) services featuring software for project management; Rental of computer software for financial management
Financial planning; Financial planning consultation; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Investment advisory services; Financial planning and investment advisory services; Estate planning; Providing information in the field of wealth management; Providing information in the field of estate planning
Educational services, namely, conducting classes, seminars, and workshops in the field of financial advisory practices and family wealth facilitation; Providing training in the field of financial advisory practices; Conducting workshops and seminars in financial advisory services; On-line publication of electronic periodicals
Business management consulting; Provision of an online marketplace for buyers and sellers of goods and services; Business networking of peer to peer learning groups of high net worth individuals; On-line business networking services; General business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members
