Trademark Overview
On Friday, November 7, 2025, a trademark application was filed for THE WAY FORWARD FRAMEWORK with the United States Patent and Trademark Office. The USPTO has given the THE WAY FORWARD FRAMEWORK trademark a serial number of 99485946. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, November 7, 2025. This trademark is owned by Bogart Wealth, LLC. The THE WAY FORWARD FRAMEWORK trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Tax consulting services; Tax and taxation planning, advice, information and consultancy services; Tax preparation
Financial planning and investment advisory services; Investment advisory services; Investment management; Financial planning for retirement; Estate planning; Financial planning, namely, Roth conversion analysis for retirement; Financial planning, namely, Social Security optimization; Financial analysis; Financial advisory and consultancy services, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy; Financial planning; Investment advice in the fields of Registered Investment Advisor (RIA) services; Financial planning, namely, cash flow planning; Financial planning, namely, multi-generational financial planning; Financial consultancy
