GleanMark

WEALTH DESIGN PROCESS Trademark

WEALTH DESIGN PROCESS is a USPTO trademark filed by Capital Income Advisors, LLC. Status: Registered.

Trademark Facts

MarkWEALTH DESIGN PROCESS
Serial Number86717031
Registration Number4958833
StatusRegistered
Filing Date2015-08-06
Registration Date2016-05-17
Mark TypeWord
Nice Classes036 (Financial Services)
OwnerCapital Income Advisors, LLC
Attorney of RecordMichael W. Schroeder
Prosecution Events34
Latest EventREM2 on 2025-05-17

Goods & Services

Consulting services in the field of retirement planning, financial planning, investment management, financial risk management, insurance consulting; "WEALTH" AND "PROCESS"

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