CEG WORLDWIDE, LLC logo

CEG WORLDWIDE, LLC

33 Marks
LLC
First Filed:Apr 23, 2003Latest Filed:Jan 29, 2026Address:1954 Hayes Lane, San Martin, CA 95046, US

Portfolio Overview

Registered
20(61%)
Pending
4(12%)
Dead
9(27%)

Top Classes

Class 41
Education and Entertainment
17(52%)
Class 9
Electronics, Software & Scientific Equipment
8(24%)
Class 35
Advertising, Business Services & Retail
7(21%)

TTAB Proceedings

Total Proceedings
2
As Plaintiff
1(50%)
As Defendant
1(50%)

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1

Trademark Activity Timeline(2003 – 2026)

Trademark Portfolio

33 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
VFO CERTIFIED ADVISOR
VFO CERTIFIED ADVISOR
Certification
Word
ITU
PENDING
Owner:
Serial:99621499
Filed:Jan 29, 2026
Classes:
FA INSTITUTE
FA INSTITUTE
Service Mark
Word
ITU
PENDING
Owner:
Serial:99448299
Filed:Oct 17, 2025
Classes:41
Goods & Services
Class 041: Educational services, namely, training, instruction, and preparation for examinations concerning high net worth practice management, behavioral wealth principles, and providing wealth management services to others.
MODERN ELDER WEALTH ADVISORS
MODERN ELDER WEALTH ADVISORS
Service Mark
Word
ITU
PENDING
Owner:
Serial:99376899
Filed:Sep 5, 2025
Classes:41, 42
Goods & Services
Class 041: Providing classes, seminars, workshops, retreats, educational event appearances, and keynote presentations in the field of financial planning and distribution of training materials in connection therewith; Class 042: Online, non-downloadable e-books in the field of financial planning and financial advisory services; online publication of electronic magazines, bulletins, and newsletters in the field of financial planning and financial advisory services; providing non-downloadable webinars in the field of financial planning and financial advisory services
NIGHTINGALE AI
NIGHTINGALE AI
Service Mark
Word
ITU
PENDING
Owner:
Serial:99298393
Filed:Jul 23, 2025
Classes:42
Goods & Services
No claim is made to the exclusive right to use “AI”, apart from the mark as shown.; Online non-downloadable computer software in the field of financial advisory services for use in coaching financial advisors; online non-downloadable computer software in the field of financial advisory services for use in coaching financial advisors through a structured action planning process via documenting achievements, identifying challenges, aligning current efforts with goals, specifying online content, action steps, tracking progress against milestones, tracking key performance indicators, offering self-assessment and development prompts
AES NATION
AES NATION
Service Mark
Word
REGISTERED
Owner:
Serial:99138550
Filed:Apr 15, 2025
Classes:41
Registration:8084887
Registered:Dec 30, 2025
Goods & Services
Entertainment services, namely, providing podcasts in the field of financial advisory services; providing on-line newsletters in the field of financial advisory services
CEG INSIGHTS
CEG INSIGHTS
Trademark
Word
REGISTERED
Owner:
Serial:98413145
Filed:Feb 20, 2024
Classes:9, 36
Registration:8129206
Registered:Feb 3, 2026
Goods & Services
Downloadable reports in the field of financial advisory services; Providing a website featuring information about financial advisory and wealth management services
THE PREEMINENT FINANCIAL ADVISOR
REGISTERED
Owner:
Serial:97227244
Filed:Jan 19, 2022
Classes:9
Registration:7264496
Registered:Jan 2, 2024
Goods & Services
"FINANCIAL ADVISOR"
THE ELITE ADVISOR REPORT
ABANDONED
Owner:
Serial:88950895
Filed:Jun 5, 2020
Classes:9
BUILDING AN AMAZING LIFE OF SIGNIFICANCE
Owner:
Serial:88730866
Filed:Dec 17, 2019
Classes:41
Registration:6420899
Registered:Jul 13, 2021
Goods & Services
Coaching services in the field of financial advising; Educational services, namely, providing seminars, presentations, non-downloadable webinars, and education courses through non-downloadable online videos, all in the field of financial advising
YOUR OPTIMAL FINANCIAL WORLD
REGISTERED
Owner:
Serial:88730861
Filed:Dec 17, 2019
Classes:41
Registration:6296441
Registered:Mar 16, 2021
Goods & Services
providing a website featuring online non downloadable videos in the field of financial services; educational services, namely, conducting classes and providing non downloadable webinars in the field of financial advising
THE WEALTHY CLIENT PIPELINE
REGISTERED
Owner:
Serial:88247587
Filed:Jan 2, 2019
Classes:35, 41
Registration:6014674
Registered:Mar 17, 2020
Goods & Services
Educational services, namely, arranging and providing educational conferences and seminars in the field of financial advisor business development, offered to financial advisory institutions and delivered in person or via the internet; coaching services in the field of financial advisor business development in person, via phone calls or via the Internet and meetings offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet; Referral assistance, namely, providing referrals in the field of financial advisor business development, offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet
CEG WORLDWIDE LLC THE ELITE WEALTH COUNCIL
REGISTERED
Owner:
Serial:88244317
Filed:Dec 28, 2018
Classes:41
Registration:5826117
Registered:Aug 6, 2019
Goods & Services
"WORLDWIDE", "LLC", AND "WEALTH COUNCIL"
VFO INNER CIRCLE
VFO INNER CIRCLE
Service Mark
Word
REGISTERED
Owner:
Serial:88140427
Filed:Oct 2, 2018
Classes:41
Registration:6969390
Registered:Jan 31, 2023
Goods & Services
Class 041: Providing video podcasts to financial advisors each having clients with investable assets of greater than $10 million, via a global computer network in the field of business development and practice development for financial advisors; Providing education in the field of financial advisor business development and financial advisor practice development rendered through video conference, provided to financial advisors each having clients with investable assets of greater than $10 million; membership club services, namely, providing training to members in the field of financial advisor services, such services offered on a limited, invitation-only basis to fewer than 50 financial advisors each having clients with investable assets of greater than $10 million; providing training to members in the field of business, professional development and practice development for financial advisors, offered on a limited, invitation-only basis to fewer than 50 financial advisors each having clients with investable assets of greater than $10 million
THE ELITE WEALTH COUNCIL
THE ELITE WEALTH COUNCIL
Service Mark
Word
ABANDONED
Owner:
Serial:88065786
Filed:Aug 5, 2018
Classes:41
SUPER RICH SOLUTIONS
CANCELLED
Owner:
Serial:87191628
Filed:Oct 3, 2016
Classes:9, 41
Registration:5481834
Registered:May 29, 2018
Goods & Services
Educational services, namely, providing courses, classes, seminars, coaching sessions, workshops and training in the field of financial advising; providing pre-recorded videos and digital audio recordings playable via a global computer network in the field of financial advising; providing video podcasts via a global computer network in the field of financial advising; Coaching services in the field of marketing, business and practice development for financial advisors; Electronic downloadable publications, namely, e-books, newsletters, articles and educational materials in the field of financial advising
BECOMING SERIOUSLY WEALTHY
CANCELLED
Owner:
Serial:87188545
Filed:Sep 29, 2016
Classes:9, 16, 41
Registration:5498568
Registered:Jun 19, 2018
Goods & Services
Educational services, namely, providing courses, classes, seminars, coaching sessions, workshops and training in the field of financial advising for financial advisors, business owners, accountants and attorneys; providing pre-recorded videos and digital audio recordings playable via a global computer network in the field of financial advising for financial advisors, business owners, accountants and attorneys; providing video podcasts via a global computer network in the field of financial advising for financial advisors, business owners, accountants and attorneys; Electronic downloadable publications, namely, e-books, newsletters, articles and educational materials in the field of financial advising for use by financial advisors, business owners, accountants and attorneys; Printed publications, namely, books, newsletters, articles and educational materials in the field of financial advising for financial advisors, business owners, accountants and attorneys
ACCELERATING ENTREPRENEURIAL SUCCESS
REGISTERED
Owner:
Serial:86304472
Filed:Jun 9, 2014
Classes:41
Registration:4736685
Registered:May 12, 2015
Goods & Services
Educational services, namely, conducting seminars, conferences, webinars and providing webcasts and podcasts all in the field of business practice development for financial advisors
AES NATION
AES NATION
Service Mark
Word
REGISTERED
Owner:
Serial:86304482
Filed:Jun 9, 2014
Classes:41
Registration:4736686
Registered:May 12, 2015
Goods & Services
Educational services, namely, conducting [ seminars, ] conferences, [ webinars ] and providing webcasts and podcasts all in the field of business practice development for financial advisors
THE #1 COACH FOR TOP FINANCIAL ADVISORS
REGISTERED
Owner:
Serial:85725222
Filed:Sep 10, 2012
Classes:35
Registration:4315106
Registered:Apr 2, 2013
Goods & Services
Business consulting services in the field of business development and practice development for financial advisors offered over a global computer network | Conducting seminars presented via a global computer network in the field of business development and practice development for financial advisors
CEG ELITE ADVISOR REPORT
CANCELLED
Owner:
Serial:85583829
Filed:Mar 29, 2012
Classes:9
Registration:4556412
Registered:Jun 24, 2014
Goods & Services
"ELITE ADVISOR REPORT"
CEG ELITE ADVISOR SUCCESS BLOG
ABANDONED
Owner:
Serial:85583872
Filed:Mar 29, 2012
Classes:36
Goods & Services
"ELITE ADVISOR" AND "BLOG"
THE ENTREPRENEURS' WEALTH MANAGEMENT EDGE
Owner:
Serial:85570171
Filed:Mar 15, 2012
Classes:35
Registration:4758151
Registered:Jun 23, 2015
Goods & Services
"ENTREPRENEURS' WEALTH MANAGEMENT"
FINANCIAL ADVISOR SELECT
FINANCIAL ADVISOR SELECT
Service Mark
Word
CANCELLED
Owner:
Serial:85562848
Filed:Mar 7, 2012
Classes:35
Registration:4411744
Registered:Oct 1, 2013
Goods & Services
"FINANCIAL ADVISOR"
MASTERING CONVERSATIONAL MARKETING
REGISTERED
Owner:
Serial:85407301
Filed:Aug 25, 2011
Classes:41
Registration:4155793
Registered:Jun 5, 2012
Goods & Services
"CONVERSATIONAL MARKETING"
ACCELERATING YOUR ALLIANCE
REGISTERED
Owner:
Serial:85406491
Filed:Aug 24, 2011
Classes:41
Registration:4739319
Registered:May 19, 2015
Goods & Services
Educational services, namely, training and coaching services in the fields of financial advising, wealth management, professional networking, and practice development for financial advisors
CAPTURING THE POTENTIAL
CAPTURING THE POTENTIAL
Service Mark
Word
REGISTERED
Owner:
Serial:85406495
Filed:Aug 24, 2011
Classes:35
Registration:4400668
Registered:Sep 10, 2013
Goods & Services
Providing a website via a global computer network featuring non-downloadable, pre-recorded videos and digital audio recordings, playable via a global computer network, in the field of business practice development for financial advisors
POWER OF PRESENCE
POWER OF PRESENCE
Service Mark
Word
REGISTERED
Owner:
Serial:85406489
Filed:Aug 24, 2011
Classes:35
Registration:4400667
Registered:Sep 10, 2013
Goods & Services
Providing a website via a global computer network featuring non-downloadable, pre-recorded videos and digital audio recordings, playable via a global computer network, in the field of business practice development for financial advisors | Educational services, namely, training and coaching services in the fields of financial advising, wealth management, professional networking, and practice development for financial advisors
ROUNDTABLE
ROUNDTABLE
Service Mark
Word
REGISTERED
Owner:
Serial:85406487
Filed:Aug 24, 2011
Classes:35
Registration:4770475
Registered:Jul 7, 2015
Goods & Services
Providing a website via a global computer network featuring non-downloadable, pre-recorded videos and digital audio recordings, in the field of business practice development consulting for financial advisors | Educational services, namely, training and coaching services in the field of practice development for financial advisors, offered individually via one-on-one coaching calls and individual interaction with online media
BREAKING THROUGH
BREAKING THROUGH
Trademark
Word
REGISTERED
Owner:
Serial:85368488
Filed:Jul 11, 2011
Classes:16
Registration:4242962
Registered:Nov 13, 2012
Goods & Services
Printed books, and teaching and educational materials in the fields of financial advising, wealth management, and practice development for financial advisors
ELITE ADVISOR FORUM
ELITE ADVISOR FORUM
Trademark
Word
CANCELLED
Owner:
Serial:85124818
Filed:Sep 8, 2010
Classes:9
Registration:4309486
Registered:Mar 26, 2013
Goods & Services
"ADVISOR FORUM"
BUILDING A SIMPLE AND ELEGANT WEALTH MANAGEMENT BUSINESS
Owner:
Serial:77479221
Filed:May 20, 2008
Classes:41
Registration:3732224
Registered:Dec 29, 2009
Goods & Services
Education services, namely, providing classes, seminars, conferences, coaching sessions, workshops and training in the fields of financial advising and institutional management of financial advisors
BUILT BY ADVISORS, FOR ADVISORS
REGISTERED
Owner:
Serial:78882021
Filed:May 12, 2006
Classes:41
Registration:3865986
Registered:Oct 19, 2010
Goods & Services
Class 041: Educational services, namely, conducting classes, seminars, conferences, and workshops and training services in the field of financial advising financial advisory practice
CEG WORLDWIDE
CEG WORLDWIDE
Trademark
Word
REGISTERED
Owner:
Serial:78241287
Filed:Apr 23, 2003
Classes:9
Registration:2899519
Registered:Nov 2, 2004
Goods & Services
worldwide

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