Knockout Report

THE INVESTOR'S COACH

Classes
016 036
Goods and Services
printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments [016]; printed lessons on financial advisor and plan [016]; printed training materials in the field of financial advisor and plan [016]; financial planning and investment advisory services [036]; investment advisory services [036]; financial planning [036]; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement [036]
As Of Date
11/21/2025
Jurisdictions
US

04/14/2026 10:05 PM CDT

Industry Breakdown
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1.
THE INVESTOR'S COACH
Jurisdiction: US
Serial: 99510735
Citations: 1 0
Pending
Filed: 11/21/2025
First Use: 09/10/2025
Current Basis: Use
Non-Final Office Action

016 printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments; printed lessons on financial advisor and plan; printed training materials in the field of financial advisor and plan

036 financial planning and investment advisory services; investment advisory services; financial planning; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

016, 036

Ira Work
1639 Medical Center Parkway #109
Murfreesboro TN 37129
US
Attorney: Simeon Wright
Firm: Swyft Legal, LLC
2.
THE INVESTMENT COACH
Disclaims: "INVESTMENT"
Jurisdiction: US
Reg: 1978919
Serial: 74580276
Citations: 0 2
Registered
Renewal: 06/04/2016
Affidavits: 8; 15
Reg: 06/04/1996
Pub: 08/01/1995
Filed: 09/29/1994
First Use: 05/24/1995
Current Basis: Use
Registered And Renewed

036 consultation in the field of investment and finance

036

WALKER CAPITAL MANAGEMENT LLC
3930 EAST JONES BRIDGE ROAD, SUITE 150
PEACHTREE CORNERS GA 30092
US
Attorney: Theodore H. Davis Jr.
Firm: Kilpatrick Townsend & Stockton LLP
3.
THE INVESTOR'S CPA
Disclaims: CPA
Jurisdiction: US
Serial: 99298450
Drawing: 99298450
Published
Pub: 02/24/2026
Filed: 07/23/2025
First Use: 01/01/2025
Current Basis: Use
Published For Opposition

035 tax consultation; tax and taxation planning, advice, information and consultancy services; tax consulting services

036 real estate investment consultancy; real estate consultancy; real estate consultation; investment consultation

035, 036

Larry Pendleton
440 Monticello Ave Ste 1887
Norfolk VA 23510
US
4.
INVEZTOR
Disclaims: "INVESTOR"
Jurisdiction: US
Serial: 97557354
Drawing: 97557354
Published
Pub: 11/28/2023
Filed: 08/21/2022
Current Basis: ITU
4th Extension Granted

035 providing business administration services relating to the issuance and maintenance of debt securities

036 providing financial administrative services relating to the issuance and maintenance of debt securities, namely, financial administration of debt securities

042 providing online non-downloadable computer software platforms for tracking and managing administrative services relating to the issuance and maintenance of capital markets and real estate debt securities, and the issuance and maintenance of capital markets and real estate escrow services

035, 036, 042

Inveztor Ltd
128 City Road
London EC1V2NX
GB
Attorney: Andrew J. Hollander
Firm: K&L GATES LLP
5.
INVESTOR'S BUSINESS DAILY
Disclaims: "DAILY"
Jurisdiction: US
Reg: 7003935
Serial: 97166742
2(f) claim
Registered
Reg: 03/21/2023
Pub: 01/03/2023
Filed: 12/10/2021
First Use: 04/18/2001
Current Basis: Use
Registered

035 advertising services; providing a website featuring information in the field of business; business information provided by electronic means; providing business information services; providing business news delivered to stationary and mobile electronic devices; providing news and information in the field of business; providing news and information in the nature of business reporting

036 providing a website featuring information in the field of finance; financial information provided by electronic means; providing financial information; providing financial news delivered to stationary and mobile electronic devices; providing news and information in the field of finance; providing news and information in the nature of finance reporting; providing information and news to stationary and mobile electronic devices in the fields of finance

041 educational services, namely, conducting workshops, on-line workshops, seminars and webinars in the field of financial investing; providing on-line newsletters and newspapers in the field of financial information; providing information and news to stationary and mobile electronic devices in the field of current events relating to technology and finance; providing information and news to stationary and mobile electronic devices in the field of current events; publishing of electronic publications; publication of financial reports; providing news and information in the field of current events relating to technology and finance; providing news and information in the field of current events; providing news in the nature of current event reporting; providing information in the field of current events via the internet and on-line electronic communications networks; providing news and information in the nature of current events; providing podcasts in the field of daily and weekly news, news and current events reviews, management, finance, and technology; providing a website featuring information in the fields of education and current events; educational and entertainment services, namely, continuing video programs in the fields of news and current events accessible by audio, video, and computer networks

035, 036, 041

Investor's Business Daily, LLC
5900 Wilshire Boulevard #2950
Los Angeles CA 90036
US
Attorney: Jeffrey R. Cadwell
Firm: DORSEY & WHITNEY LLP
6.
INVESTOR'S OPPORTUNITY
Disclaims: "INVESTOR'S"
Jurisdiction: US
Reg: 3943733
Serial: 85101090
Registered
Renewal: 04/12/2021
Affidavits: 8; 15
Reg: 04/12/2011
Pub: 01/25/2011
Filed: 08/05/2010
First Use: 11/01/2000
Current Basis: Use
Registered And Renewed

036 financial services, namely, certificate of deposit accounts

036

EVERBANK, NATIONAL ASSOCIATION
301 WEST BAY STREET
JACKSONVILLE FL 32202
US
Attorney: Katharine F. Rowe
Firm: Smith, Gambrell & Russell, LLP
7.
THE COLLEGE FUNDING COACH
Disclaims: "COLLEGE FUNDING"
Jurisdiction: US
Reg: 4486964
Serial: 85613692
Registered
Renewal: 02/25/2024
Affidavits: 8; 15
Reg: 02/25/2014
Pub: 12/10/2013
Filed: 05/01/2012
First Use: 06/01/2007
Current Basis: Use
Registered And Renewed

016 printed information, namely, printed information sheets and printed information brochures in the field of financial planning; printed educational materials in the field of financial planning

036 providing a website featuring information in the field of financial planning; providing online information in the field of financial planning

041 educational services, namely, providing and conducting online classes, seminars, and workshops in the field of financial planning, and electronic distribution of educational materials in connection therewith; educational services, namely, providing non-downloadable webinars and online speaking engagements in the field of financial planning

016, 036, 041

Jolly, Brock T.
8444 Westpark Drive, Suite 900
Tysons Corner VA 22182
US
Attorney: Monica Riva Talley
Firm: STERNE, KESSLER, GOLDSTEIN & FOX P.L.L.C.
8.
INVESTOR'S RESOURCE YOUR TRUSTED PARTNER FOR LIFE
Disclaims: "INVESTOR'S RESOURCE"
Jurisdiction: US
Reg: 4362372
Serial: 85658711
Drawing: 85658711
Registered
Renewal: 07/02/2023
Affidavits: 8; 15
Reg: 07/02/2013
Pub: 12/18/2012
Filed: 06/22/2012
First Use: 08/01/2012
Current Basis: Use
Registered And Renewed

036 financial advice and consultancy services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; investment advice; providing a website featuring personal financial information and financial advice; retirement planning services, namely, financial planning for retirement; estate planning services; insurance services, namely, insurance agency and brokerage; consulting and information concerning insurance

036

SMB INVESTMENTS, INC.
100 Essex Court, Suite C
Madison AL 35758
US
Attorney: Frank M. Caprio
Firm: BRADLEY ARANT BOULT CUMMINGS LLP
9.
INVSTR
Jurisdiction: US
Reg: 7021743
Serial: 90851228
2(f) claim
Registered
Reg: 04/11/2023
Pub: 01/24/2023
Filed: 07/27/2021
Current Basis: Foreign Registration
Registered

035 business information services; provision of on-line business and commercial information; business appraisal services; business management assistance; business research; commercial information agency services; publication of publicity texts; advertising services and consultancy; market research; document reproduction in the nature of photocopying services; data processing services; provision of business management for facilities for dissemination of business and commercial information by computer apparatus and networks; computerised database management; computerised data processing and verification in the nature of compilation for business purposes; computerised file management; preparation of business information and statistics; retail and wholesale store services featuring books, other printed matter and publication and non-downloadable software; advertising services relating to the field of finance, business and economics; on-line retail store services featuring software applications, books and e-books, publications relating to investments and stock-market analysis, board games, research reports, statistical reports; retail and wholesale store services featuring software for mobile devices, computer software and programs for tablets and computers, downloadable electronic game programs, downloadable computer software and programs; information, advisory and consultancy services relating to the aforesaid services; investment fund promotion for others; charitable services, namely, business management and administration; providing business information from searchable indexes and databases of information, including text, electronic documents, databases, graphics and audio visual information, on computer and communication networks; providing on-line computer databases for educational and recreational use in the fields of business, promotional products industry, and economics

036 capital investments; financial consultancy; financial asset management services; financial evaluation for insurance purposes; financial management; financing services; fund investments; investment advisory services; full-service securities brokering, financial planning and investment management services; capital markets services, namely, providing stock market information; capital investments and banking services; the sale of securities through the public and private offerings and financial advisory services relating to mergers and acquisitions, divestitures, restructurings and stock exchange listings, namely, securities brokerage and trading; securities trading services, namely, options trading; stock trading being stock brokerage services; currency trading; securities trading services; financial derivatives trading services; trading in bonds being bonds brokerage services; trading in futures being futures financial brokerage; trading of acceptances being securities brokerage and trading; trading of securities options; trading in contracts on stocks, namely, stock brokerage services; the selling, purchasing and trading of equity, equity-related and fixed income securities on a proprietary basis and on behalf of retail and institutional clients, namely, stock brokerage services; financial investment research services; financial investment fund development; financial investment fund services; investment management of and distribution of variable annuities; financial appraisals in responding to calls for tenders; financial risk assessments and valuations of personal property; conducting financial feasibility studies; financial research and information services; provision of on-line financial information; preparation being financial research and quotation of stock exchange prices and indices; preparation being financial research and quotation of concerning exchange rates; fiscal assessments and valuations; monetary exchange services; stocks and bonds brokerage; insurance brokerage and insurance carrier services; bureau de change services, namely, money exchange services; electronic funds transfer services; pre-paid card, cash card, charge card, credit card and debit card payments and validation services, namely, prepaid, credit, and debit card payment processing services; arranging of money transfers; insurance agency and brokerage; information, advisory and consultancy services relating to the aforesaid services, including the provision of such services on-line from a computer database or via the internet; fund raising for charitable purposes; philanthropic services concerning monetary donations; providing financial information from searchable indexes and databases of information, including text, electronic documents, databases, graphics and audio visual information, on computer and communication networks; providing financial information regarding economics and finance from searchable indexes and databases of information, including text, electronic documents, databases, graphics and audio visual information, on computer and communication networks; providing on-line computer databases for educational and recreational use in the fields of finance, securities, securities markets, energy futures

041 providing on-line computer databases for educational and recreational use in the fields of entertainment, current events, sports; publication of electronic journals and web logs, featuring user generated or specified content; providing information regarding news from searchable indexes and databases of information, including text, electronic documents, databases, graphics and audio visual information, on computer and communication networks, namely, providing entertainment news and information; planning, arranging and conducting educational events, namely, workshops in the field of business leadership; provision of personal fitness training; training services relating to business, business services, finance, financial services, namely, providing courses of instruction in business and financial management; information, advisory and consultancy services relating to the aforesaid services; educational events and training events including via the internet and/or via other telecommunication networks, namely, providing courses of instruction in business and financial management; personal development training; organisation of sports competitions; educational services, namely, providing courses of instruction in business and financial management

045 providing personal and social services to meet the needs of individuals, namely, social introduction and networking services, online social networking services; social introduction, networking and dating services; licensing of computer software and other technology in the nature of telecommunications apparatus and equipment; providing legal information regarding social and political matters from searchable indexes and databases of information, including text, electronic documents, databases, graphics and audio visual information, on computer and communication networks; computer software licensing services

035, 036, 041, 045

MARKETSPRINGPAD IP LIMITED
13-14 Esplanade
St Helier JE11BD
GB
Attorney: Stacy J. Grossman
Firm: LAW OFFICE OF STACY J. GROSSMAN PLLC
10.
INVESTOR DIRECTED
Jurisdiction: US
Reg: 6571112
Serial: 90236001
Supplemental Reg.
Registered
Reg: 11/23/2021
Filed: 10/05/2020
First Use: 10/31/2020
Current Basis: Use
Registered

036 financial services, namely, private investment advisory services for high net worth investors, in particular, investment advice in the fields of private equity securities; private equity fund investment services; fund investment administration and distribution services, namely, investment management services in the field of private equity and venture capital; providing an internet website portal for accessing information about investment opportunities, information about investment companies, and information about investments

042 providing an internet website portal featuring technology that enables internet users to evaluate and access information about investment opportunities, communicate with investment companies, and make investments

036, 042

ID Funds Advisor LLC
751 Park of Commerce Dr., Suite 128
Boca Raton FL 33487
US
Attorney: Jennifer Heisler Lavalley
Firm: GTC LAW GROUP PC & AFFILIATES
11.
FINANCIAL COACH
Disclaims: "FINANCIAL COACH"
Jurisdiction: US
Reg: 4519078
Serial: 85885196
Citations: 1 0
Drawing: 85885196
Registered
Renewal: 04/22/2024
Affidavits: 8; 15
Reg: 04/22/2014
Pub: 11/12/2013
Filed: 03/25/2013
First Use: 10/15/2013
Current Basis: Use
Registered And Renewed

041

036 providing planning, information and advice in the fields of finance, financial investments, financial valuations, and financial management; providing management in the fields of finance, financial investments and financial valuations; financial retirement planning, namely, financial advice about investment structure, asset allocation, asset diversification, income management, budgeting, cash flow analysis, non-market financial risk management, estate planning, insurance premium rate computing analysis, and financial evaluation analysis for insurance purposes

036

FC ADVISORY, LLC
940 EAST BOOT RD.
SUITE 101
WEST CHESTER PA 19380
US
Attorney: Adam Garson
Firm: LIPTON, WEINBERGER & HUSICK
12.
INVESTOR ADVOCATES
Disclaims: "INVESTOR"
Jurisdiction: US
Reg: 1971660
Serial: 74453741
Citations: 0 7
Registered
Renewal: 04/30/2016
Affidavits: 8; 15
Reg: 04/30/1996
Pub: 05/02/1995
Filed: 11/01/1993
First Use: 12/01/1993
Current Basis: Use
Registered And Renewed

036 investment advice and counseling

036

Veres, Richard
30110 Applewood Dr.
Cleveland OH 44140
US
Attorney: ROGER D. EMERSON
Firm: Emerson Thomson Bennett
13.
SOFI INVEST COACH
Disclaims: "INVEST COACH"
Jurisdiction: US
Serial: 99340482
Published
Pub: 04/07/2026
Filed: 08/15/2025
Current Basis: ITU
Published For Opposition

009 downloadable mobile applications for financial planning, account tracking, spending tracking, and to coordinate and manage financial, investment, and banking services; downloadable mobile applications for providing information in the fields of banking services, financial services, investment services, retirement plan services, real estate services, insurance services, and product and service discount services; downloadable mobile applications for providing access to banking services, financial services, investment services, retirement plan services, real estate services, insurance services, and product and service discount services

035 credit card registration services; promoting the goods and services of others by awarding purchase points for credit or debit card use; promoting the goods and services of others by means of a loyalty rewards program; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to insurance brokers, agents and agencies interested in those requests; travel lead collection and matching namely, matching consumer requests for travel bookings collected over the internet to travel agencies and travel providers

036 mobile payment processing services, namely, credit card and debit card transaction processing services via mobile electronic devices; issuing credit cards; processing of credit card payments; credit card transaction processing services; providing personal loans and lines of credit; financing of personal loans; providing working capital financing to small businesses and small business owners; providing education loans; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; home equity loans; providing home equity lines of credit; auto loan origination services; loan refinancing service; loan refinancing services, namely, auto loan refinancing, home loan refinancing, student loan refinancing, undergraduate and graduate education loan refinancing, medical and dental residency loan refinancing, parent loan refinancing, law school loan refinancing, masters of business administration loan refinancing; student loan services, namely, servicing of student loans; providing student loan information; providing financial information services to students; online banking services; electronic financial trading and financial investment brokerage services; investment by electronic means; credit scoring services; financial information services in the fields of property value, debt, and spending; financial advisory services; financial advisory services rendered using artificial intelligence (ai); financial advisory services in the field of budgeting and spending tracking, and recommendations; financial advisory services in the field of investment portfolio insights, analysis, and recommendations; financial investment brokerage, investment management, and financial advice services in the fields of stocks, retirement account, bonds, options, commodities, futures, currencies, and securities; estate planning services; insurance agency and brokerage services

039 travel booking agency services

042 software as a service (saas) featuring software using artificial intelligence for financial planning, providing financial recommendations, financial account tracking, spending tracking, and to coordinate and manage financial and banking services

009, 035, 036, 039, 042

Social Finance, LLC
234 1ST STREET
SAN FRANCISCO CA 94105
US
Attorney: Jillian M. Taylor
Firm: Blank Rome LLP
14.
THE RETIREMENT COACH
Disclaims: "RETIREMENT"
Jurisdiction: US
Reg: 2472023
Serial: 75601458
Citations: 0 8
Proceedings: 2 0 0
Registered
Renewal: 07/24/2021
Affidavits: 8; 15
Reg: 07/24/2001
Pub: 05/23/2000
Filed: 12/08/1998
First Use: 09/10/1996
Current Basis: Use
Cancellation Pending

035 financial counseling services to retired persons

035

ALLEGIANCE RETIREMENT SOLUTIONS, INC.
1790 ATKINSON ROAD, SUITE C
LAWRENCEVILLE GA 30043
US
Attorney: Keely L. Herrick
15.
COACH INVR
Jurisdiction: US
Serial: 99325154
Pending
Filed: 08/07/2025
Current Basis: ITU
Non-Final Office Action

042 computer software design, computer programming, and maintenance of computer software

042

Joanna C Berry
600 FARMBROOK TRL NE
KENNESAW GA 30144
US
16.
YOUR FINANCIAL COACH
Disclaims: "FINANCIAL"
Jurisdiction: US
Reg: 3155380
Serial: 78709471
Supplemental Reg.
Citations: 0 2
Registered
Renewal: 10/10/2016
Affidavits: 8
Reg: 10/10/2006
Filed: 09/08/2005
First Use: 02/28/2006
Current Basis: Use
Registered And Renewed

036 helping individuals achieve their goals by financial consultation

036

Baker Financial Group, Inc.
Suite 1590
1050 Crown Pointe Parkway
Atlanta GA 30338
US
17.
THE INVESTOR ADVOCATE
Disclaims: "INVESTOR"
Jurisdiction: US
Reg: 2241817
Serial: 75199632
Citations: 0 4
Registered
Renewal: 04/27/2019
Affidavits: 8; 15
Reg: 04/27/1999
Pub: 04/14/1998
Filed: 11/18/1996
First Use: 01/01/1997
Current Basis: Use
Registered And Renewed

016 informational newsletter regarding investment advice and counseling

016

Veres, Richard
30110 Applewood Drive
Bay Village OH 44140
US
Attorney: Roger D. Emerson
Firm: Emerson Thomson Bennett
18.
MELANIN INVESTOR
Disclaims: "INVESTOR"
Jurisdiction: US
Reg: 5910150
Serial: 88209174
Citations: 0 1
Registered
Reg: 11/12/2019
Pub: 01/29/2019
Filed: 11/28/2018
First Use: 01/01/2019
Current Basis: Use
Registered

036 financial consultancy; financial advice and consultancy services; financial advisory and consultancy services; providing financial information

036

Melanin Investment Group
36857 Elk Cove Drive
Farmington Hills MI 48331
US
19.
INVESTOR EDUCATION 2020
Disclaims: "INVESTOR EDUCATION"
Jurisdiction: US
Reg: 3489421
Serial: 77104821
Citations: 0 1
Registered
Renewal: 08/19/2018
Affidavits: 8; 15
Reg: 08/19/2008
Pub: 08/14/2007
Filed: 02/12/2007
First Use: 08/31/2006
Current Basis: Use
Registered And Renewed

016 printed educational materials in the field of investor education and protection

041 providing information in the field of investor education; providing activities in the form of courses and seminars in the field of investor education and protection

016, 041

The Trustees of Investor Protection Trust, a Wisconsin Charitable Trust, comprising Irving L. Faught, Bruce R. Kohl, Way
1020 Nineteenth Street NW
IPT, Suite 890
Washington DC 200366123
US
Attorney: Hillary J. Wucherer
Firm: QUARLES & BRADY LLP
20.
COACH NETWORTH
Jurisdiction: US
Reg: 6657695
Serial: 90602314
2(f) claim
Registered
Reg: 03/01/2022
Pub: 12/14/2021
Filed: 03/25/2021
First Use: 06/01/2014
Current Basis: Use
Registered

036 financial planning; financial information and advisory services

036

Worth Financial Advisory Group, LLC
Suite 101
5605 77 Center Drive
Charlotte NC 28217
US
Attorney: Joshua M. Gerben, Esq.
Firm: GERBEN PERROTT PLLC
21.
INVESTORS PRIVATE EQUITY
Disclaims: "PRIVATE EQUITY"
Jurisdiction: US
Reg: 5294447
Serial: 87227161
2(f) claim
Registered
Affidavits: 8; 15
Reg: 09/26/2017
Pub: 07/11/2017
Filed: 11/04/2016
First Use: 03/31/2004
Current Basis: Use
Section 8 & 15 - Accepted And Acknowledged

036 advice relating to investments; capital investment; consultancy of capital investment; equity capital investment; fund investment consultation; funds investment; investment consultancy; investment consultation; investment management; management of a capital investment fund; private equity services, namely, private equity consultant services; private equity fund investment services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; real estate investment services; real estate investment trust advisory services; real estate investment trust management services; real estate investment trust services; financial services, namely, investment management and investment of funds for others, including private and public equity and debt investment services; fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; information, advisory, consultancy and research services relating to finance and investments; investment of funds for others in the fields of real estate, private equity and publicly traded securities; private placements of hedge funds, private equity funds, securities and derivatives for others

036

Investors Trust
One Upper Newport Plaza
Newport Beach CA 92660
US
Attorney: Steven C. Sereboff
Firm: SOCAL IP LAW GROUP LLP
22.
COACH NETWORTH
Jurisdiction: US
Reg: 6254138
Serial: 88473572
2(f) claim
Drawing: 88473572
Registered
Reg: 01/26/2021
Pub: 11/10/2020
Filed: 06/14/2019
First Use: 06/01/2014
Current Basis: Use
Registered

036 financial planning services; financial advisory services

036

Worth Financial Advisory Group, LLC
Suite 101
5605 77 Center Dr
Charlotte NC 28217
US
Attorney: Josh Gerben
Firm: GERBEN LAW FIRM, PLLC
23.
PORTFOLIO COACH
Disclaims: "PORTFOLIO"
Jurisdiction: US
Reg: 6916466
Serial: 97097024
2(f) claim
Registered
Reg: 12/06/2022
Pub: 09/20/2022
Filed: 10/28/2021
First Use: 09/01/2015
Current Basis: Use
Registered

036 financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

036

RAAMPS, LLC
11534 GLOWING SUNSET LANE
LAS VEGAS NV 89135
US
24.
THE INDIVIDUAL INVESTOR'S GUIDE TO
Jurisdiction: US
Reg: 1706636
Serial: 74069112
2(f) claim
Citations: 0 2
Registered
Renewal: 08/11/2022
Affidavits: 8; 15
Reg: 08/11/1992
Pub: 05/19/1992
Filed: 06/14/1990
First Use: 08/15/1982
Current Basis: Use
Registered And Renewed

016 series of financial and investment planning books, newsletters, magazines

016

AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS, INC.
625 North Michigan Avenue
Chicago IL 60611
US
Attorney: Kathleen A. Rheintgen
Firm: Husch Blackwell LLP
25.
CROWDFUNDING COACH
Jurisdiction: US
Serial: 98939013
Abandoned
Abandon: 12/17/2025
Filed: 01/06/2025
First Use: 05/02/2024
Current Basis: Use
Abandoned - Failure To Respond Or Late Response

035 business consulting services

035

Crowdfundingcoach.com, LLC
14747 N Northsight Blvd Suite 111-467
Scottsdale AZ 85260
US
26.
THE ENTREPRENEURIAL INVESTOR
Disclaims: "INVESTOR"
Jurisdiction: US
Reg: 3304904
Serial: 77018461
Supplemental Reg.
Registered
Renewal: 10/02/2017
Affidavits: 8
Reg: 10/02/2007
Filed: 10/11/2006
First Use: 06/01/2006
Current Basis: Use
Registered And Renewed

036 investment advisory services

036

MONTECITO VENTURE PARTNERS, LLC
P.O. BOX 1251
SUMMERLAND CA 93067
US
Attorney: Michael E. Pfau, Esq.
Firm: Reicker, Pfau, Pyle & McRoy, LLP
27.
THE COLLEGE INVESTOR
Disclaims: "INVESTOR"
Jurisdiction: US
Reg: 8113296
Serial: 98411336
2(f) claim
Registered
Reg: 01/27/2026
Pub: 12/09/2025
Filed: 02/19/2024
First Use: 01/31/2009
Current Basis: Use
Registered

036 financial research and information services; news reporting services in the field of financial news; providing a web site featuring the ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments posted by users; providing information in the field of finance; providing information in the field of finance via a website; providing information in the field of personal finance; providing information in the field of personal finance via a website; providing on-line news in the field of finance

036

The College Investor LLC
2514 Jamacha Road, Suite 502
El Cajon CA 92019
US
Attorney: Alexandra Summers
Firm: Sausser Summers, PC
28.
INVESTORS CAPITAL
Jurisdiction: US
Reg: 3066881
Serial: 76603171
Supplemental Reg.
Registered
Renewal: 03/07/2016
Affidavits: 8
Reg: 03/07/2006
Filed: 07/19/2004
First Use: 06/01/1995
Current Basis: Use
Registered And Renewed

036 financial planning services

036

INVESTORS CAPITAL HOLDINGS, LLC
2301 Rosecrans Ave, Suite 5100
El Segundo CA 90245
US
Attorney: Dyan Finguerra-DuCharme
Firm: PRYOR CASHMAN LLP
29.
INVE$TOR'S PLAYBOOK GET OFF THE SIDELINES
Disclaims: "INVESTOR'S"
Jurisdiction: US
Reg: 7827664
Serial: 97848810
Drawing: 97848810
Registered
Reg: 06/10/2025
Pub: 05/07/2024
Filed: 03/21/2023
First Use: 07/10/2023
Current Basis: Use
Registered

041 coaching in the field of finance; education services, namely, providing online, non-downloadable electronic books and workbooks in the field of finance

041

Investor's Playbook LLC
127 Odyssey Turn
Conyers GA 30012
US
30.
INVESTORS MANAGEMENT CORPORATION
Disclaims: "CORPORATION"
Jurisdiction: US
Reg: 5543482
Serial: 87263802
2(f) claim
Citations: 11 0
Proceedings: 0 1 0
Registered
Affidavits: 8; 15
Reg: 08/21/2018
Pub: 06/05/2018
Filed: 12/09/2016
First Use: 01/01/1971
Current Basis: Use
Section 8 & 15 - Accepted And Acknowledged

036 capital investment; investment services, namely, asset acquisition, consultation, development and management services; investment of funds; private equity fund investment services

036

Investors Management Corporation
801 N. West St.
Raleigh NC 27603
US
Attorney: Stephanie A. Martinez
Firm: MCGUIREWOODS LLP
31.
THE ENTREPRENEUR'S CHIEF WEALTH OFFICER
Jurisdiction: US
Serial: 99495551
Pending
Filed: 11/13/2025
First Use: 10/17/2025
Current Basis: Use
Non-Final Office Action

036 financial planning and investment advisory services; financial advisory services; investment management; financial advice

036

Saxe Corporation
2999 Douglas Blvd. Suite 180
Roseville CA 95661
US
Attorney: Jason D. Stone
Firm: Stone Law, P.C.
32.
THE SPIRITUAL INVESTOR
Disclaims: "INVESTOR"
Jurisdiction: US
Reg: 7210059
Serial: 97136003
Registered
Reg: 11/07/2023
Pub: 08/22/2023
Filed: 11/21/2021
First Use: 06/15/2019
Current Basis: Use
Registered

035 business consultancy; business consulting and business information for enterprises; business management and advice; business networking; business management consulting and advisory services

036 investment advisory services; investment consultation; investment management; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial information and advisory services; financial planning and investment advisory services; information, advisory, consultancy and research services relating to finance and investments; strategic financial advisory services

041 teaching and training in business, industry and information technology; career coaching services; entertainment services, namely, providing podcasts in the field of finances and wealth management; life coaching services in the field of wealth management; money coaching services; production of podcasts

035, 036, 041

Elizabeth Ralph
425 Ralph Rd
Covington TN 38019
US
Attorney: William Wooten
Firm: WOOTEN LAW OFFICE
33.
SOCIAL INVESTOR
Jurisdiction: US
Reg: 6495397
Serial: 90433893
Supplemental Reg.
Registered
Reg: 09/21/2021
Filed: 12/30/2020
First Use: 12/16/2020
Current Basis: Use
Registered

036 blockchain-based payment verification services; financial investment in the field of real estate; financial planning and investment advisory services; providing information and research in the field of finance and financial investments

045 online social networking services; online social networking services in the field of finances and real estate; online social networking services in the field of finances and real estate provided via a website; online social networking services provided through a community website

036, 045

Ukonu, Richard
11211 Homestead Drive
Upper Marlboro MD 20774
US
Attorney: Michael Bartholomew
Firm: KUNZLER BEAN & ADAMSON
34.
MILLIONAIRE INVESTOR METHOD
Jurisdiction: US
Serial: 99441232
Pending
Filed: 10/15/2025
Current Basis: ITU
Non-Final Office Action

035 business assistance, advisory and consulting services in the field of investing and investments, wealth advisory services, becoming a millionaire, millionaire investment strategy, the stock market, investment business strategy, wealth creation and wealth management.

036 financial planning; financial planning and investment advisory services; providing information in the field of financial planning for millionaires and becoming a millionaire; financial planning, namely, financial planning services for millionaires; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial planning, namely, namely, wealth management; financial planning, namely, on-line financial planning services; financial planning, namely, providing on-line information in the field of investing and investments, wealth and wealth creation, stock market, investing with stocks.

041 educational services, namely, conducting programs in the field of providing trainings, courses, programs, masterminds, workshops, and speaking engagements in the fields of investing and investments, becoming a millionaire and managing millions, millionaire investment strategy, wealth creation, wealth management, and wealth business development for millionaires

035, 036, 041

Happy Investor Method, Inc.
1722 Routh Street
Suite 745
Dallas TX 75201
US
Attorney: Wani Iris Manly
Firm: W. Manly, P.A.
35.
SHE- VESTOR
Jurisdiction: US
Reg: 7307741
Serial: 97082119
Citations: 0 2
Proceedings: 1 0 0
Drawing: 97082119
Registered
Reg: 02/20/2024
Pub: 12/05/2023
Filed: 10/19/2021
First Use: 10/01/2021
Current Basis: Use
Cancellation Terminated

036 real estate investment services; financial services, namely, financial advisory and consultancy services; providing a website featuring information in the field of real estate investment; providing information in the field of real estate investment

036

She-Vestor Inc
85 Bagby Dr., Ste 203
Birmingham AL 35209
US
Attorney: JOSEPH A. MANDOUR
Firm: MANDOUR & ASSOCIATES, APC
36.
THE FINANCE COACH
Disclaims: "FINANCE"
Jurisdiction: US
Reg: 4184581
Serial: 85542989
Supplemental Reg.
Registered
Renewal: 07/31/2022
Affidavits: 8
Reg: 07/31/2012
Filed: 02/15/2012
First Use: 06/01/2006
Current Basis: Use
Registered And Renewed

009 downloadable audio files, multimedia files, text files, blogs, written documents, audio recordings, video recordings, podcasts, video podcasts, and other instructional written documents in the field of collegiate-level finance classes for the promotion of improved student understanding of basic and applied general and advanced financial concepts; pre-recorded cds and dvds featuring collegiate-level finance classes for the promotion of improved student understanding of basic and applied general and advanced financial concepts

009

Pierce, Greg
1112 Woodberry Circle
State College PA 16803
US
Attorney: Wayne L. Mowery, Jr.
37.
INVESTMENT ADVISOR
Jurisdiction: US
Reg: 2728295
Serial: 76207544
Supplemental Reg.
Citations: 0 3
Registered
Renewal: 06/17/2023
Affidavits: 8
Reg: 06/17/2003
Filed: 02/12/2001
First Use: 03/01/2000
Current Basis: Use
Registered And Renewed

016 magazine providing financial and investment information and advice

016

ALM GLOBAL PROPERTIES, LLC
150 EAST 42ND STREET
MEZZANINE LEVEL
NEW YORK NY 10017
US
Attorney: Teresa Lee, Esq.
Firm: Pryor Cashman LLP
38.
SELECT INVESTOR PROGRAM
Disclaims: "INVESTOR PROGRAM"
Jurisdiction: US
Reg: 3687938
Serial: 77003005
2(f) claim
Citations: 1 0
Proceedings: 0 1 0
Registered
Renewal: 09/29/2019
Affidavits: 8; 15
Reg: 09/29/2009
Pub: 07/14/2009
Filed: 09/20/2006
First Use: 03/01/2002
Current Basis: Use
Registered And Renewed

036 financial planning and investment advisory services

036

First Command Financial Services, Inc.
1 FirstComm Plaza
Fort Worth TX 76109
US
Attorney: Linda M. Merritt
Firm: Norton Rose Fulbright US LLP
39.
INVESTORPRENEUR
Jurisdiction: US
Serial: 98023647
Published
Pub: 04/02/2024
Filed: 06/01/2023
Current Basis: ITU
4th Extension Granted

036 private equity fund investment services; venture capital advisory services; venture capital financing; venture capital fund management; venture capital funding services to emerging and start-up companies; venture capital services, namely, providing financing to emerging and start-up companies; providing venture capital, development capital, private equity and investment funding

036

Westcap Management, LLC
590 Pacific Avenue
San Francisco CA 94133
US
Attorney: F. Nicolas Cuetara
40.
INVESTOR EDUCATION IN YOUR COMMUNITY
Disclaims: "INVESTOR EDUCATION"
Jurisdiction: US
Reg: 3659577
Serial: 77537016
Supplemental Reg.
Citations: 1 0
Registered
Renewal: 07/21/2019
Affidavits: 8
Reg: 07/21/2009
Filed: 08/01/2008
First Use: 10/31/2008
Current Basis: Use
Registered And Renewed

016 printed educational materials in the field of investor education and protection

041 providing information in the field of investor education; providing activities in the form of classes and seminars in the field of investor education and protection

016, 041

The Trustees of Investor Protection Trust
1020 Nineteenth Street NW
IPT, Suite 890
Washington DC 200366123
US
Attorney: Hillary J. Wucherer
Firm: QUARLES & BRADY LLP
41.
THE INVSTR LAWYER
Disclaims: "LAWYER"
Jurisdiction: US
Reg: 6391509
Serial: 88855341
Supplemental Reg.
Citations: 0 2
Registered
Reg: 06/15/2021
Filed: 04/01/2020
First Use: 11/01/2017
Current Basis: Use
Registered

045 legal services; legal services in relation to the negotiation of contracts for others; legal services, in the field of real estate transactions, tax lien and deeds investing, raising private capital, and preparation of applications for trademark registration; legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of trademark and copyright law, business law, contract law; legal services, namely, trademark maintenance services; legal services, namely, trademark searching and clearance services; legal advisory services; legal advisory services in the field of trademark and copyright law, business law, and contract law; legal consultation services; legal consulting services in the field of trademark and copyright law, business law, contract law, real estate law, securities law, raising private capital, tax lien and deed investing; legal information services; legal information services in the field of trademark, copyright law, business law, and contract law; attorney services, namely, representation of clients in entrepreneurial and real estate matters; licensing of intellectual property; licensing of intellectual property in the field of trademark law; providing legal services in the field of trademark and copyright law, business law, and contract law; providing customized legal information, counseling, and advice, and litigation services in the field of trademark and copyright law, business law, and contract law; legal services in the field of real estate law, securities law, raising private capital, tax lien and deed investing, and raising of capital

045

True Lawyer LLC
73 W. Monroe Suite 100
Chicago IL 60603
US
Attorney: Shymane Robinson
42.
INVESTORS BANK
Disclaims: "BANK"
Jurisdiction: US
Reg: 4158622
Serial: 85217198
2(f) claim
Citations: 0 1
Registered
Renewal: 06/12/2022
Affidavits: 8; 15
Reg: 06/12/2012
Pub: 12/20/2011
Filed: 01/13/2011
First Use: 09/19/2011
Current Basis: Use
Registered And Renewed

036 banking and financing services; bill payment services; commercial lending services; consumer lending services; credit and loan services; currency exchange services; electronic transfer of funds; home equity loans; individual retirement account services; mortgage lending; on-line banking services; providing on-line financial calculators; real estate lending services; safe deposit box services; savings and loan services

036

CITIZENS FINANCIAL GROUP, INC.
ONE CITIZENS PLAZA
PROVIDENCE RI 02903
US
Attorney: Robert M. O'Connell, Jr.
Firm: Nutter McClennen & Fish LLP
43.
INVESTOR RECOURSE YOUR INVESTMENT GUARDIAN
Disclaims: "INVESTOR" AND "INVESTMENT"
Jurisdiction: US
Reg: 6168205
Serial: 88837179
Registered
Reg: 10/06/2020
Pub: 07/21/2020
Filed: 03/17/2020
First Use: 10/22/2019
Current Basis: Use
Registered

036 financial planning and investment advisory services; financial planning for retirement; investment advice; investment advisory services; on-line financial planning services; providing information and research in the field of finance and financial investments

036

Investor Recourse, Inc.
180 Atlantic Ave, Apt. 301
Farmingdale NY 11735
US
Attorney: Elizabeth Oliner
Firm: OLINER LAW
44.
INVESTORS INTELLIGENCE
Jurisdiction: US
Reg: 3144448
Serial: 78576359
2(f) claim
Citations: 1 1
Registered
Renewal: 09/19/2016
Affidavits: 8; 15
Reg: 09/19/2006
Pub: 06/27/2006
Filed: 02/28/2005
First Use: 12/31/1963
Current Basis: Use
Registered And Renewed

009 downloadable electronic publications, namely, reports in the field of investing

036 providing information in the field of technical stock market analysis via the internet

041 providing online research and technical analysis reports in the field of investing, not downloadable

009, 036, 041

Chartcraft, Inc.
68 Walnut Road
Louisa VA 23093
US
Attorney: Laura Goldbard George
Firm: STROOCK & STROOCK & LAVAN LLP
45.
THE INFORMED INVESTOR
Disclaims: "INVESTOR"
Jurisdiction: US
Serial: 99283724
Published
Pub: 03/03/2026
Filed: 07/15/2025
Current Basis: ITU
Published For Opposition

036 investment management services; financial advice and consultancy services; financial services, namely, wealth management services; providing online financial information in the field of investing and financial wellness

041 entertainment services, namely, providing podcasts in the field of investing; entertainment services, namely, providing podcasts in the field of financial headlines; providing education courses in the field of investing and financial headlines offered through online, non-downloadable videos and instructor assistance

036, 041

DIMENSIONAL FUND ADVISORS LP
6300 Bee Cave Road, Building One
Austin TX 78746
US
Attorney: Steven D. Lustig
Firm: Panitch Schwarze Belisario & Nadel LLP
46.
TEENVESTOR
Jurisdiction: US
Reg: 5014963
Serial: 86924326
Supplemental Reg.
Registered
Affidavits: 8
Reg: 08/02/2016
Filed: 03/01/2016
First Use: 08/01/1998
Current Basis: Use
Section 8 - Accepted

036 providing financial information in the field of investment for teenagers via websites on global computer networks

036

Modu, Emmanuel
1 Glenside Drive
West Orange NJ 07052
US
47.
THE MORTGAGE COACH
Disclaims: "MORTGAGE"
Jurisdiction: US
Reg: 2306160
Serial: 75603304
Registered
Renewal: 01/04/2020
Affidavits: 8; 15
Reg: 01/04/2000
Pub: 10/12/1999
Filed: 12/10/1998
First Use: 03/01/1998
Current Basis: Use
Registered And Renewed

009 computer software for analyzing financial data

009

WOWTOOLS, INC.
10045 Baltimore National Pike
Ste A7
Ellicott City MD 21042-367
US
Attorney: Joseph V. Myers III
Firm: Seyfarth Shaw LLP
48.
INVESTORSELECT
Jurisdiction: US
Reg: 6006838
Serial: 88573347
Registered
Reg: 03/10/2020
Pub: 12/24/2019
Filed: 08/09/2019
First Use: 06/16/2017
Current Basis: Use
Registered

035 financial record-keeping for benefits administration and investments; financial record-keeping for benefits administration and investments via the internet

036 administration of health savings accounts; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the internet

035, 036

HealthSavings Administrators, L.L.C.
10800 Midlothian Turnpike 240
Richmond VA 23235
US
Attorney: Paul Verberne
Firm: VERBERNE X MALDONADO LLP
49.
THE BROADWAY INVESTOR'S CLUB
Disclaims: "INVESTOR'S CLUB"
Jurisdiction: US
Reg: 7281485
Serial: 97464676
Supplemental Reg.
Citations: 5 0
Registered
Reg: 01/16/2024
Filed: 06/17/2022
First Use: 06/16/2022
Current Basis: Use
Registered

036 investment clubs

036

Legit Angels, LLC
2883 Executive Park Drive Ste 103
Weston FL 33331
US
Attorney: Jason Turchin
50.
INVESTMENT COUNSEL TO GUIDE YOUR CAPITAL
Jurisdiction: US
Reg: 5462075
Serial: 87402560
Registered
Affidavits: 8
Reg: 05/08/2018
Pub: 02/20/2018
Filed: 04/07/2017
First Use: 03/07/2017
Current Basis: Use
Section 8 - Accepted

036 advising others concerning investments in securities and other financial instruments, both directly and indirectly through other entities; investment advice

036

Ravensview Capital Management, LLC
2995 NW Imperial Terrace
Portland OR 97210
US
51.
INVESTOR SUCCESS
Disclaims: "INVESTOR"
Jurisdiction: US
Reg: 2418281
Serial: 75644956
Citations: 0 3
Proceedings: 0 2 0
Registered
Renewal: 01/02/2021
Affidavits: 8; 15
Reg: 01/02/2001
Pub: 02/15/2000
Filed: 02/22/1999
First Use: 05/15/2000
Current Basis: Use
Registered And Renewed

036 financial planning services, investment consulting services, investment management services

036

Bechly, Paul L.
112 Country Club Drive
Wilmington DE 19803
US
52.
INVESTORS TITLE
Disclaims: "TITLE"
Jurisdiction: US
Reg: 7417298
Serial: 97648465
2(f) claim
Registered
Reg: 06/18/2024
Pub: 04/02/2024
Filed: 10/26/2022
First Use: 01/01/1972
Current Basis: Use
Registered

035 professional accountancy services for the real estate industry, namely, reviewing customer ledgers and bank statements to reconcile client real estate trust accounts, preparing user-friendly, up front reconciliation reports for clients, consulting and implementation of trust account solutions; business management services, namely, consultancy services for business purposes in the fields of human resources and business finance professional accountancy services; tax reporting services for others, namely, tax filing services; real estate services in the nature of management and coordination of commercial real estate transactions, namely, scheduling closing appointments as pre-closing services; real estate services in the nature of management and coordination of commercial real estate transactions, namely, records management services through document indexing for others as post-closing services

036 real estate title underwriting services; residential and commercial real estate title insurance underwriting services; real estate services in the nature of management and coordination of commercial real estate transactions, namely, issuance of commitments for title insurance as pre-closing services and disbursement of funds and issuance of title policies on behalf of third party insurance providers as post-closing services; real estate escrow services, namely, commercial escrow management, accounting and settlement services; trust account management services, namely, consulting, reporting and monitoring, reconciling, and providing positive pay options for client escrow accounts; real estate investment services, namely, qualified intermediary services in executing 1031 exchanges and distributions; 1031 exchange advisory services, namely, providing advisory services about section 1031 relating to real estate; providing information in the field of real estate and real estate title insurance via an online website; trust and investment company services for others including wealth planning and investment and trust account management; real estate investment trust advisory services; real estate investment trust management services; real estate investment trust services; consulting in the field of financial trust administration; consulting services for others in the nature of trust and investment service, namely, investment and trust company services

041 continuing legal education services; providing online non-downloadable electronic informational and educational newsletters in the fields of real-estate, case law updates, insurance underwriting, underwriting claims issues, conferences, seminars, cles and current events; educational services, namely, providing and conducting seminars, conferences, continuing legal education courses, and mentoring and training materials distributed in connection with such services in the field of real estate, finance, investments, trusts, current events in business, case law updates, insurance, insurance underwriting, and underwriting claims issues

042 providing temporary use of on-line non-downloadable software and web-based non-downloadable computer applications for use in connection with printing electronic title policy jackets on demand and for creating electronic remittance reports; providing temporary use of on-line non-downloadable software and web-based non-downloadable applications for use in connection with accessing, ordering, and storage of title insurance data and documents; application service provider featuring computer software for access, ordering, and storage of title insurance data and documents; technical consulting and implementation of computer software solutions used in the field of trust account management; information technology consulting relating to computer network design, computer software design; providing a website featuring technology that enables users to retrieve data and collaborate with other users in the field of title insurance underwriting service through a web based portal; consultancy services in the field of informational technology for businesses

045 search services, namely, title abstractor and public record search services for the real-estate and insurance industry; real estate services in the nature of management and coordination of commercial real estate transactions, namely, title searching; real estate services in the nature of management and coordination of commercial real estate transactions, namely, clearance of title requirements through title searching and preparation of legal documents in the nature of closing statements as pre-closing services

035, 036, 041, 042, 045

Investors Title Company
121 North Columbia Street
Chapel Hill NC 27514
US
Attorney: Devon E. White
Firm: WYRICK ROBBINS YATES & PONTON LLP
53.
THE CRYPTO COACH
Jurisdiction: US
Reg: 6965825
Serial: 90418371
Supplemental Reg.
Registered
Reg: 01/24/2023
Filed: 12/28/2020
First Use: 01/01/2019
Current Basis: Use
Registered

041 educational services, namely, providing classes, seminars, workshops in the fields of crypto currency

041

Chadwick, Corey
573 Enfield Dr
Frisco TX 75036
US
Attorney: Joe Guagliardo
Firm: DENTONS US LLP
54.
THE INVESTOR'S CTO
Jurisdiction: US
Reg: 6258468
Serial: 88821553
Supplemental Reg.
Registered
Reg: 01/26/2021
Filed: 03/04/2020
First Use: 03/04/2020
Current Basis: Use
Registered

042 providing technology consultancy and advice in the field of computer software to investment firms and entities acquiring or owning technology companies

042

Waypoint Technology, Co.
448 Ignacio Blvd. Suite 216
Novato CA 94949
US
Attorney: Matthew P. Hintz, Esq.
Firm: Lowenstein Sandler LLP
55.
INVESTORS PHILANTHROPIC
Jurisdiction: US
Reg: 5066288
Serial: 87080773
Supplemental Reg.
Citations: 0 2
Registered
Renewal: 10/18/2026
Affidavits: 8
Reg: 10/18/2016
Filed: 06/22/2016
First Use: 05/11/2016
Current Basis: Use
Registered And Renewed

036 charitable fundraising services, by means of providing individuals with the information and opportunity to make monetary donations to their favorite charity; consultancy of capital investment; financial consulting services in the field of planned giving for non-profit and charitable organizations; financial information provided by electronic means; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, wealth management services; investment consultancy; investment of funds for others in the fields of real estate, private equity and publicly traded securities; management of a capital investment fund; philanthropic services concerning monetary donations; philanthropy consultation relating to charitable fundraising; providing financial information; providing financial information via a web site; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

036

Investors Trust
One Upper Newport Plaza
Newport Beach CA 92660
US
Attorney: Steven C. Sereboff
Firm: SOCAL IP LAW GROUP LLP
56.
INVESTOR'S TOOLKIT
Disclaims: "TOOLKIT"
Jurisdiction: US
Reg: 2371951
Serial: 75383244
2(f) claim
Citations: 0 1
Registered
Renewal: 08/01/2020
Affidavits: 8; 15
Reg: 08/01/2000
Pub: 05/09/2000
Filed: 11/03/1997
First Use: 01/01/1992
Current Basis: Use
Registered And Renewed

009 computer programs featuring useful information in making informed and profitable investment decisions

009

National Association of Investors Corporation
570 Kirts Blvd., Suite 237
Troy MI 48084
US
Attorney: Susan M. Kornfield
Firm: BODMAN PLC
57.
THE INVESTORS' ADVOCATE
Disclaims: "INVESTORS'"
Jurisdiction: US
Reg: 4576210
Serial: 85309895
Citations: 0 1
Registered
Affidavits: 8; 15
Reg: 07/29/2014
Pub: 10/23/2012
Filed: 05/02/2011
First Use: 05/01/2013
Current Basis: Use
Registered And Renewed

041 educational services, namely, providing classes, seminars and workshops the field of conforming to legal, regulatory, and ethical standards and requirements and business, financial, business management and financial management standards and creating standards and practices facilitating conforming to legal, regulatory, and ethical standards and requirements and business, financial, business management and financial management standards and providing continuing education courses in the field of conforming to legal, regulatory, and ethical standards and requirements and business, financial, business management and financial management standards and creating standards and practices facilitating conforming to legal, regulatory, and ethical standards and requirements and business, financial, business management and financial management standards; providing courses of educational instruction and training in the field of conforming to legal, regulatory, and ethical standards and requirements and business, financial, business management and financial management standards and creating standards and practices facilitating conforming to legal, regulatory, and ethical standards and requirements and business, financial, business management and financial management standards

041

MCCANN YAN HOLDINGS, INC.
8401 Greensboro Drive, Suite 1050
McLean VA 22102
US
Attorney: Kevin Oliveira
Firm: Odin, Feldman & Pittleman PC
58.
THE INVESTORS' ADVOCATE
Disclaims: "INVESTORS'"
Jurisdiction: US
Reg: 5246572
Serial: 85309903
Citations: 1 1
Registered
Affidavits: 8; 15
Reg: 07/18/2017
Pub: 11/06/2012
Filed: 05/02/2011
First Use: 05/01/2013
Current Basis: Use
Section 8 & 15 - Accepted And Acknowledged

035 conducting business and market research surveys; conducting business research and surveys; preparing business reports; arranging and conducting business conferences and trade shows in the fields of business and account auditing and business management and in the field of legal, regulatory, and ethical standards and requirements and business and business management standards; consulting services in the field of conforming to business management standards and business ethical standards and creating standards and practices facilitating conforming to business management and business ethical standards; consulting services in the design and development of courses of instruction and training all in the field of conforming to legal, regulatory, and ethical standards and requirements and in the field of business and business management and in creating standards and practices facilitating conforming to legal, regulatory, and ethical standards and requirements and in the field of business and business management; regulatory compliance consulting in the field of conforming to legal and regulatory standards and requirements and creating standards and practices facilitating conforming to legal and regulatory standards and requirements, all of the aforementioned exclusive of providing a newsletter for investment advice

035

MCCANN YAN HOLDINGS, INC.
8401 Greensboro Drive, Suite 1050
McLean VA 22102
US
Attorney: Kevin Oliveira
Firm: Odin, Feldman & Pittleman PC
59.
BLOCKCHAIN INVE$TOR GROUP INTERNATIONAL
Disclaims: "BLOCKCHAIN INVESTOR GROUP INTERNATIONAL"
Jurisdiction: US
Reg: 6180856
Serial: 88313599
Drawing: 88313599
Registered
Reg: 10/20/2020
Pub: 11/05/2019
Filed: 02/24/2019
First Use: 08/31/2018
Current Basis: Use
Registered

036 investment clubs

036

BLOCKCHAIN INVESTOR GROUP INTERNATIONAL, LLC
16319 Villarreal de Avila
Tampa FL 33613
US
Attorney: J GOODWILLE PIERRE
Firm: THE PIERRE FIRM PLLC
60.
OF THE INVESTOR. BY THE INVESTOR. FOR THE INVESTOR
Jurisdiction: US
Serial: 99082473
Published
Pub: 09/16/2025
Filed: 03/13/2025
Current Basis: ITU
1st Extension Granted

036 funds investment; investment management; financial asset management; financial services, namely, wealth management services; financial risk assessment services; financial risk management; financial investment brokerage; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; actuarial services; financial advisory services; investment advisory services; financial planning for retirement; financial planning; financial planning consultation; financial services, namely, investment fund transfer and transaction services; providing information and research in the field of finance and financial investments; providing financial information; providing financial information via a web site; financial portfolio management; providing information in the field of employee financial benefit plans; financial management in the field of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fundraising services; estate planning; financial trust planning; financial trust administration

036

The Vanguard Group, Inc.
100 Vanguard Blvd.
SUITE 420
Malvern PA 19355
US
Attorney: David M. Kelly
Firm: Kelly IP, LLP
61.
MIKE THA INVESTOR
Disclaims: "INVESTOR"
Jurisdiction: US
Reg: 7992295
Serial: 99040972
Registered
Reg: 10/21/2025
Pub: 09/02/2025
Filed: 02/13/2025
First Use: 01/10/2019
Current Basis: Use
Registered

036 building management; financial management; cash management; debt management consultation; financial asset management; estate trust management; debt management services; financial risk management; financial portfolio management; credit risk management; management of securities portfolios; financial risk management consultation; investment management; public equity investment management; real estate investment trust management services; management of a capital investment fund; investment management of and distribution of annuities; investment management of and distribution of variable annuities; investment services, namely, asset acquisition, consultation, development and management services; investment management services in the field of acquiring joint ventures; holding company services performed for third parties, namely, investment management; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment 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 services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning

036

MICHAEL MCCREARY JR.
1839 RIDGE ROAD, APT 15
CHATHAM IL 62629
US
62.
SMART INVESTOR
Jurisdiction: US
Reg: 3766592
Serial: 77777110
Citations: 0 2
Proceedings: 0 1 0
Drawing: 77777110
Registered
Renewal: 03/30/2020
Affidavits: 8; 15
Reg: 03/30/2010
Pub: 01/12/2010
Filed: 07/08/2009
First Use: 10/11/2001
Current Basis: Use
Registered And Renewed

036 financial and investment services, namely, financial planning, investment supervisory, investment strategy; financial management, administration of financial assets, financial advisory services; financial administration of charitable trust

036

SMART INVESTOR, LLC
915 HIGHLAND POINT DRIVE, SUITE 250
ROSEVILLE CA 95678
US
Attorney: Robert J. Keating, Esq.
Firm: Keating & Lyden, LLC
63.
THE INVESTORS' ADVOCATE
Disclaims: "INVESTORS'"
Jurisdiction: US
Reg: 4799914
Serial: 85309914
Citations: 0 1
Registered
Renewal: 08/25/2025
Affidavits: 8; 15
Reg: 08/25/2015
Pub: 04/03/2012
Filed: 05/02/2011
First Use: 05/01/2013
Current Basis: Use
Registered And Renewed

038 webcasting services; streaming of audio, visual and data information via a global computer network, mobile telephone or other electronic or digital communications network or digital communications device; electronic and digital transmission and delivery of voice, data, text, images, graphics, signals and messages via a global computer network, mobile telephone or other electronic or digital communications network or device; transmission of audio, visual and data information available for download via a global computer network, mobile telephone or other electronic or digital communications network or digital communications device

038

MCCANN YAN HOLDINGS, INC.
8401 Greensboro Drive, Suite 1050
McLean VA 22102
US
Attorney: Kevin Oliveira
Firm: Odin, Feldman & Pittleman PC
64.
INVESTORE I
Jurisdiction: US
Reg: 6214073
Serial: 88467784
Citations: 1 0
Drawing: 88467784
Registered
Reg: 12/08/2020
Pub: 09/22/2020
Filed: 06/11/2019
First Use: 05/28/2019
Current Basis: Use
Registered

036 financial investment brokerage services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; securities trading and investing services for others via the internet

036

Investore Inc.
14th Floor
195 Montague Street
Brooklyn NY 11201
US
Attorney: Matthew Hintz, Esq.
Firm: Lowenstein Sandler LLP
65.
THE LENDING COACH
Disclaims: "LENDING"
Jurisdiction: US
Reg: 5388645
Serial: 87345075
Supplemental Reg.
Registered
Affidavits: 8
Reg: 01/23/2018
Filed: 02/22/2017
First Use: 12/01/2015
Current Basis: Use
Section 8 - Accepted

036 mortgage lending

036

Bonetto, Thomas
529 W Southern Hills Road
Phoneix AZ 85023
US
Attorney: Thomas Dunlap
Firm: Dunlap Bennett & Ludwig PLLC
66.
THE DOCTOR INVESTOR
Jurisdiction: US
Reg: 7699540
Serial: 98604227
Supplemental Reg.
Registered
Reg: 02/18/2025
Filed: 06/17/2024
First Use: 07/26/2023
Current Basis: Use
Registered

036 establishing investment funds for others

041 educational services, namely, providing education in the nature of seminars, webinars, podcasts, and blog posts to physicians in the field of alternative investments and tax strategies

036, 041

The Doctor Investor LLC
5304 Blackhawk Dr
Plano TX 75093
US
Attorney: Mark D. Nielsen
Firm: Scheef & Stone, LLP
67.
THE PERSONAL WEALTH COACH
Disclaims: "PERSONAL WEALTH"
Jurisdiction: US
Reg: 2592077
Serial: 75695347
Citations: 0 4
Registered
Renewal: 07/09/2022
Affidavits: 8; 15
Reg: 07/09/2002
Pub: 03/21/2000
Filed: 05/25/1999
First Use: 07/24/1999
Current Basis: Use
Registered And Renewed

036 financial planning services, namely, advice and counseling on the creation and preservation of personal wealth

036

THE WEALTH COACH, LLC
918 N. MAIN STREET
SALADO TX 76571
US
Attorney: Scott Hervey
Firm: Weintraub Tobin Chediak Coleman Grodin
68.
THE BIZNES COACH
Disclaims: "COACH"
Jurisdiction: US
Reg: 6207811
Serial: 90009576
Supplemental Reg.
Registered
Reg: 11/24/2020
Filed: 06/18/2020
First Use: 01/01/2019
Current Basis: Use
Registered

035 professional business consultancy

035

The Biznes LLC
DBA The Biznes Coach
1402 E POINSETTIA ST
LONG BEACH CA 90805
US
69.
INVEST WITH A RETIREMENT LEADER
Jurisdiction: US
Reg: 2974249
Serial: 78335756
Cancelled
Cancel: 01/30/2026
Renewal: 07/19/2015
Affidavits: 8; 15
Reg: 07/19/2005
Pub: 11/02/2004
Filed: 12/03/2003
First Use: 09/24/2004
Current Basis: Use
Cancelled - Section 8

036 financial and investment management, administration, advisory, analysis, consultation, and information services; mutual fund administration, advisory, distribution, information and consultation services; providing custodial administration of funds of others

036

Franklin Resources, Inc.
DBA Franklin Templeton Investments
One Franklin Parkway
San Mateo CA 944031906
US
Attorney: Jordan Arnot Leahey
Firm: Culhane Meadows PLLC
70.
INVESTORS REALTY FUND
Disclaims: "REALTY FUND"
Jurisdiction: US
Reg: 5262844
Serial: 87391972
Supplemental Reg.
Registered
Affidavits: 8
Reg: 08/08/2017
Filed: 03/30/2017
First Use: 05/31/2011
Current Basis: Use
Section 8 - Accepted

036 financial investment in the field of retail properties and interest in real estate investment trusts invested in retail properties; investment services, namely, asset acquisition, consultation, development and management services; investment of funds; private equity fund investment services; real estate investment services; real estate investment services in the nature of purchasing and selling of real estate for others; real estate investment trust services; real estate investment trust advisory services; real estate investment trust management services; real estate funds investment services; management of a capital investment fund

036

Investors Trust
One Upper Newport Plaza
Newport Beach CA 92660
US
Attorney: Steven C. Sereboff
Firm: SOCAL IP LAW GROUP LLP
71.
INVESTORS TRUST
Disclaims: "TRUST"
Jurisdiction: US
Reg: 5135989
Serial: 87021340
2(f) claim
Citations: 1 3
Registered
Affidavits: 8; 15
Reg: 02/07/2017
Pub: 11/22/2016
Filed: 05/02/2016
First Use: 03/31/2004
Current Basis: Use
Section 8 & 15 - Accepted And Acknowledged

036 advice relating to investments; capital investment; consultancy of capital investment; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; fund investment consultation; fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; fund investment consultation; funds investment; information, advisory, consultancy and research services relating to finance and investments; investment consultancy; investment consultation; investment management; investment of funds for others in the fields of real estate, private equity and publicly traded securities; management of a capital investment fund; private equity consultant services; private equity fund investment services; private placements of hedge funds, private equity funds, securities and derivatives for others; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; real estate investment services; real estate investment trust services; real estate investment trust advisory services; real estate investment trust management services; consultancy of capital investment; equity capital investment

036

Investors Trust
One Upper Newport Plaza
Newport Beach CA 92660
US
Attorney: Steven C. Sereboff
Firm: SOCAL IP LAW GROUP LLP
72.
INVESTOR
Jurisdiction: US
Reg: 4437685
Serial: 85716921
Supplemental Reg.
Citations: 0 3
Registered
Renewal: 11/19/2023
Affidavits: 8
Reg: 11/19/2013
Filed: 08/30/2012
First Use: 09/01/2000
Current Basis: Use
Registered And Renewed

009 downloadable magazines featuring information to use in making financial decisions

041 providing online non-downloadable magazines featuring information to use in making financial decisions

009, 041

T. Rowe Price Group, Inc.
1307 Point Street
Baltimore MD 21231
US
Attorney: Lynn M. Jordan
Firm: Kelly IP, LLP
73.
LIFESTYLE INVESTOR
Disclaims: "INVESTOR"
Jurisdiction: US
Reg: 6155552
Serial: 88770896
Supplemental Reg.
Citations: 0 1
Registered
Reg: 09/15/2020
Filed: 01/23/2020
First Use: 01/01/2020
Current Basis: Use
Registered

036 investment advice

036

LIFESTYLE INVESTOR, LLC
3001 DEL CURTO RD. #32
AUSTIN TX 78704
US
Firm: MHP Group
74.
INVSTR
Jurisdiction: US
Reg: 6360414
Serial: 90127376
2(f) claim
Registered
Reg: 05/25/2021
Pub: 03/09/2021
Filed: 08/20/2020
First Use: 01/30/2014
Current Basis: Use
Registered

009 downloadable computer application software for mobile phones, namely, software for financial investing and playing interactive games; downloadable computer application software for mobile phones, watches, tablets and computers, namely, software for financial investing, viewing podcasts and playing interactive games; downloadable software in the nature of a mobile application for financial investing, viewing podcasts and playing interactive games

009

MarketSpringPad IP Limited
17 Waterloo Place
London GREAT BRITAIN SW1Y4AR
GB
Attorney: Stacy J. Grossman
Firm: Law Office of Stacy J. Grossman PLLC
75.
THE DISCIPLINED INVESTOR
Jurisdiction: US
Reg: 3482867
Serial: 76684857
2(f) claim
Citations: 0 1
Registered
Renewal: 08/12/2018
Affidavits: 8; 15
Reg: 08/12/2008
Pub: 05/27/2008
Filed: 12/12/2007
First Use: 07/27/2000
Current Basis: Use
Registered And Renewed

016 financial newsletters for investors

016

PT FINANCIAL COMPANIES LLC
500 W MADISON STREET, STE 450
CHICAGO IL 60661
US
Attorney: Michael R. Burton
76.
CHIEF INVESTMENT OFFICER
Jurisdiction: US
Reg: 4918733
Serial: 86260166
Drawing: 86260166
Registered
Affidavits: 8; 15
Reg: 03/15/2016
Pub: 10/28/2014
Filed: 04/23/2014
First Use: 06/19/2014
Current Basis: Use
Partial Section 8 & 15 Accepted And Acknowledged

009 downloadable electronic publications in the nature of magazines and newsletters in the field of finance for financial and investment professionals

035 advertising services for others

036 providing on-line news in the field of finance; providing a website featuring financial information from audio and video interviews with financial and investment professionals for financial purposes

041 providing online non-downloadable magazines in the field of finance; providing online non-downloadable publications, namely, magazines and newsletters in the field of finance for financial and investment professionals; arranging and conducting educational conferences and meetings for financial and investment professionals

009, 035, 036, 041

Asset International, Inc.
702 King Farm Blvd., Suite 400
Rockville MD 20850
US
Attorney: Maryann E. Licciardi
Firm: Cowan, Liebowitz & Latman, P.C.
77.
INVESTORS EACCESS
Disclaims: "EACCESS"
Jurisdiction: US
Reg: 6020128
Serial: 88285899
2(f) claim
Registered
Reg: 03/24/2020
Pub: 05/21/2019
Filed: 02/01/2019
First Use: 11/12/2018
Current Basis: Use
Registered

036 banking services; bill payment services; commercial lending services; consumer lending services; credit and loan services; electronic transfer of funds; financing services; individual retirement account services; mortgage lending; on-line banking services; providing on-line financial calculators; real estate lending services

036

CITIZENS FINANCIAL GROUP, INC.
One Citizens Plaza
Providence RI 02903
US
Attorney: Robert M. O'Connell, Jr.
Firm: Nutter McClennen & Fish LLP
78.
INVESTORSET
Jurisdiction: US
Reg: 6120546
Serial: 88642234
Registered
Affidavits: 8; 15
Reg: 08/04/2020
Pub: 02/25/2020
Filed: 10/04/2019
First Use: 10/04/2019
Current Basis: Use
Section 8 & 15 - Accepted And Acknowledged

035 collecting, organizing, formatting, validating, and providing business and commercial information; business investigations; economic forecasting; business research; providing statistical information for business or commercial purposes; providing business data analysis for third parties; providing database management and services for business; providing business data collection, compilation, handling and management services; dissemination of business and commercial information

036 financial services, namely, providing information services in the fields of foreign currency, commodities, financial derivatives, interest rate products, credit pricing, financial information and data, securities, and equities via the internet and intranet systems

042 providing temporary use of non-downloadable computer application software for computers, mobile phones and handheld computers, namely, software for collection, editing, analysis, viewing, organization, modification, bookmarking, transmission, storage, exchange, sharing, querying, auditing, and tracking of data, news, and information for use in the financial industry

035, 036, 042

Finsight Group Inc
530 7th Ave, 27th Fl
New York NY 10018
US
79.
INVESTED INVESTORS
Disclaims: "INVESTORS"
Jurisdiction: US
Reg: 7409737
Serial: 97587675
Registered
Reg: 06/04/2024
Pub: 08/01/2023
Filed: 09/12/2022
First Use: 09/30/2023
Current Basis: Use
Registered

036 investment advisory and consultancy services

036

INTERVEST CAPITAL PARTNERS LLC
425 PARK AVENUE
35TH FLOOR
NEW YORK NY 10022
US
Attorney: Patrice P. Jean
Firm: HUGHES HUBBARD & REED, LLP
80.
INVESTOR DIRECTED
Jurisdiction: US
Reg: 6571111
Serial: 90235994
Supplemental Reg.
Registered
Reg: 11/23/2021
Filed: 10/05/2020
First Use: 09/01/2021
Current Basis: Use
Registered

009 downloadable mobile application for evaluating and accessing information about investment opportunities and for making investments

009

ID Funds Advisor LLC
751 Park of Commerce Dr., Suite 128
Boca Raton FL 33487
US
Attorney: Jennifer Heisler Lavalley
Firm: GTC LAW GROUP PC & AFFILIATES
81.
INVESTORCOMPS
Jurisdiction: US
Reg: 6162469
Serial: 88781274
2(f) claim
Registered
Reg: 09/29/2020
Pub: 07/14/2020
Filed: 01/31/2020
First Use: 04/08/2005
Current Basis: Use
Registered

036 providing a website featuring information in the field of financial valuations of real property; evaluation of real estate; real estate information services, namely, providing online estimated home values, comparable home sales data, and statistical data on home values

041 providing on-line training courses and workshops in the field of real estate evaluation, business management and development; providing group coaching and personal coaching services in the field of real estate investment

036, 041

InvestorCompsOnline, LLC
5400 Glenridge Dr. NE, Unit 420756
Sandy Springs GA 30342
US
Attorney: Jared Brandyberry
Firm: BAKER & HOSTETLER LLP
82.
INVESTORCOMPS
Disclaims: "INVESTOR COMPS"
Jurisdiction: US
Reg: 6136336
Serial: 88802497
Drawing: 88802497
Registered
Reg: 08/25/2020
Pub: 06/09/2020
Filed: 02/19/2020
First Use: 10/31/2017
Current Basis: Use
Registered

036 providing a website featuring information in the field of financial valuations of real property; evaluation of real estate; real estate information services, namely, providing online estimated home values, comparable home sales data, and statistical data on home values

041 providing on-line training courses and workshops in the field of real estate evaluation, business management and development; providing group coaching and personal coaching services in the field of real estate investment

036, 041

InvestorCompsOnline, LLC
5400 Glenridge Dr NE, Unit 420756
Sandy Springs GA 30342
US
Attorney: Jared Brandyberry
Firm: BAKER & HOSTETLER LLP
83.
INVESTORDOCS
Jurisdiction: US
Reg: 5441859
Serial: 87414187
Registered
Affidavits: 8; 15
Reg: 04/10/2018
Pub: 01/23/2018
Filed: 04/17/2017
First Use: 06/01/2016
Current Basis: Use
Section 8 & 15 - Accepted And Acknowledged

038 electronic delivery of loan documents

045 preparing and organizing loan closing documents

038, 045

GODOCS, LLC
18650 MACARTHUR BOULEVARD
STE. 200
IRVINE CA 92612
US
84.
ACCREDITED INVESTORS
Jurisdiction: US
Reg: 2344664
Serial: 75541583
Registered
Renewal: 04/25/2020
Affidavits: 8; 15
Reg: 04/25/2000
Pub: 02/01/2000
Filed: 08/25/1998
First Use: 10/07/1988
Current Basis: Use
Registered And Renewed

036 financial and monetary affairs in the nature of financial planning services

036

Accredited Investors, Inc.
100 South Fifth Street, Suite 1400
5200 West 73rd Street
Minneapolis MN 55402
US
Attorney: Pamela A. Curran
Firm: Messerli Kramer P.A.
85.
SHE INVESTOR
Disclaims: "INVESTOR"
Jurisdiction: US
Serial: 98660918
Citations: 3 0
Pending
Filed: 07/22/2024
First Use: 06/18/2021
Current Basis: Use
Final Office Action

041 education services, namely, providing live and on-line courses, workshops and non downloadable webinars in the field of finance education and money mindset.

041

She Investor LLC
1401 21st Street Suite R
Sacramento CA 95811
US
Attorney: Joseph Vitale
Firm: Indie Law, LLC
86.
INVESTOR EDUCATION IN YOUR WORKPLACE
Disclaims: "INVESTOR EDUCATION"
Jurisdiction: US
Reg: 4014189
Serial: 85272052
Supplemental Reg.
Registered
Renewal: 08/16/2021
Affidavits: 8
Reg: 08/16/2011
Filed: 03/21/2011
First Use: 05/31/2010
Current Basis: Use
Registered And Renewed

041 educational services, namely, providing on-line classes, seminars, and workshops in the field of investor education and protection

041

The Trustees of Investor Protection Trust
750 First Street NE, Suite 1140
Washington DC 20022
US
Attorney: Kelly L. Williams
Firm: QUARLES & BRADY LLP
87.
COACHING FINANCIAL
Disclaims: "FINANCIAL"
Jurisdiction: US
Reg: 6756058
Serial: 90303392
Supplemental Reg.
Registered
Reg: 06/07/2022
Filed: 11/06/2020
First Use: 01/31/2022
Current Basis: Use
Registered

036 advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; brokerage in the field of insurance; consulting and information concerning insurance; financial consultancy and insurance consultancy; insurance and financial information and consultancy services

036

Coaching Financial Concepts, Inc.
Suite 357
2200 E. Devon
Des Plaines IL 60018
US
Attorney: Steven L. Baron
Firm: BARON HARRIS HEALEY
88.
EMPOWERING ADVISORS & INVESTORS
Disclaims: "ADVISORS & INVESTORS"
Jurisdiction: US
Reg: 4474682
Serial: 85957501
Citations: 0 3
Registered
Renewal: 01/28/2024
Affidavits: 8; 15
Reg: 01/28/2014
Pub: 11/12/2013
Filed: 06/12/2013
First Use: 05/20/2013
Current Basis: Use
Registered And Renewed

035 business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors

036 investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, uits, reits, general equities and variable insurance products

041 educational services, namely, providing training courses in financial planning and marketing; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics

035, 036, 041

USA FINANCIAL ADVISOR ADVANCEMENT CORPORATION
6020 E FULTON
ADA MI 49301
US
Attorney: Mindi M. Richter
Firm: Shumaker, Loop & Kendrick, LLP
89.
FOUNDER COACH
Disclaims: "COACH"
Jurisdiction: US
Reg: 7095835
Serial: 90718891
Registered
Reg: 07/04/2023
Pub: 12/13/2022
Filed: 05/18/2021
Current Basis: Foreign Registration
Registered

009 audio books in the fields of personal development, finance and business management; downloadable podcasts in the fields of personal development, finance and business management; downloadable electronic publications in the nature of magazines and newsletters in the fields of personal development, finance and business management; weekly publications in the nature of magazines and newsletters in the fields of personal development, finance and business management recorded in electronic form; downloadable databases in the fields of personal development, finance and business management; audio visual teaching apparatus in the nature of training simulators in the fields of personal development, finance and business management

016 printed manuals in the fields of personal development, finance and business management; printed matter namely, paper signs, books, manuals, curricula, newsletters, informational cards and brochures in the fields of personal development, finance and business management; printed matter in the nature of printed books, brochures, booklets and teaching materials in the fields of personal development, finance and business management; printed books in the fields of personal development, finance and business management; printed publications namely, brochures, booklets and teaching materials in the fields of personal development, finance and business management; printed instructional and teaching materials in the fields of personal development, finance and business management

035 business management consulting; business planning; business consultancy and advisory services; business efficiency expert services; business management advice; business appraisal; analysis of business information; analysis of business management systems; preparation of business reports

041 coaching in the fields of personal development, finance and business management; business training; providing of education namely, arranging and conducting conferences and seminars in the fields of personal development, finance and business management; providing of training relating to personal development, finance and business management, providing online non-downloadable publications in the nature of magazines and newsletters in the fields of personal development, finance and business management; publication of texts; education and instruction services namely, classes relating to personal development, finance and business management; education and training services, namely, classes in relation to personal development, finance and business management; education services, namely, classes and workshops relating to business training; education services, namely, classes and workshops relating to business management and personnel management; arranging and conducting conferences and seminars relating to business management; business training consultancy services; business training services; personal development training; presentation of live performances consisting of talks, classes, workshops and seminars relating to business training; training services relating to business management

009, 016, 035, 041

Founder Coaching Limited
82 Wandsworth Bridge Road
London SW62TF
GB
Attorney: Woodrow Pollack
Firm: SHUTTS & BOWEN, LLP