Trademark Overview
On Monday, September 2, 2024, a trademark application was filed for SHIFTING THE CULTURE WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the SHIFTING THE CULTURE WEALTH PARTNERS trademark a serial number of 98729089. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, March 19, 2025. This trademark is owned by Shifting the Culture Wealth Partners LLC. The SHIFTING THE CULTURE WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultation; Financial consulting; Financial investment brokerage services; Financial management; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed inc...
