THE LIST TO LIFE METHOD Trademark
Trademark Overview
On Thursday, February 12, 2026, a trademark application was filed for THE LIST TO LIFE METHOD with the United States Patent and Trademark Office. The USPTO has given the THE LIST TO LIFE METHOD trademark a serial number of 99650527. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Tuesday, June 9, 2026. This trademark is owned by Edward J. Bosch, Jr. and Associates, LLC. The THE LIST TO LIFE METHOD trademark is filed in the 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 software for use as a wealth management client portal; Providing temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires
Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management
Life coaching services in the field of wealth management
General Information
| Serial Number | 99650527 |
| Word Mark | THE LIST TO LIFE METHOD |
| Filing Date | Thursday, February 12, 2026 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, June 9, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "METHOD" |
| Goods and Services | Providing temporary use of on-line non-downloadable software for use as a wealth management client portal; Providing temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires |
| Goods and Services | Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management |
| Goods and Services | Life coaching services in the field of wealth management |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 12, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 12, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 12, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Edward J. Bosch, Jr. and Associates, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Crescent Springs, KY 41017
US |
Trademark Events
| Event Date | Event Description |
| Thursday, February 12, 2026 | NEW APPLICATION ENTERED |
| Thursday, February 12, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, February 12, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 8, 2026 | ASSIGNED TO EXAMINER |
| Monday, June 8, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, June 8, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Monday, June 8, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Monday, June 8, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 9, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
