Trademark Overview
On Thursday, November 16, 2023, a trademark application was filed for THE MOVING TO TAX-FREE ADVISOR GROUP with the United States Patent and Trademark Office. The USPTO has given the THE MOVING TO TAX-FREE ADVISOR GROUP trademark a serial number of 98274001. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, July 2, 2024. This trademark is owned by Advanced Tax Strategies LLC. The THE MOVING TO TAX-FREE ADVISOR GROUP trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Educational services, namely, conducting online and in person presentations, seminars, classes, and workshops in the field of estate, legacy, tax, insurance, investment, and financial planning and distribution of course and educational materials in connection therewith; Providing on-line videos featuring information on estate, legacy, tax, investment, insurance, and financial planning, not downloadable; Education services, namely, providing non-downloadable webinars in the field of information on estate, legacy, tax, investment, insurance, and financial planning
Estate planning; Financial planning and investment advisory services
Tax and taxation planning, advice, information and consultancy services