GleanMark

BRIGHT LAKE FINANCIAL Trademark

BRIGHT LAKE FINANCIAL is a USPTO trademark filed by Bright Lake Financial Inc. Status: Registered.

Trademark Facts

MarkBRIGHT LAKE FINANCIAL
Serial Number98270989
Registration Number8053007
StatusRegistered
Filing Date2023-11-15
Registration Date2025-12-02
Mark TypeWord
Nice Classes035 (Advertising & Business), 036 (Financial Services), 041 (Education & Entertainment)
OwnerBright Lake Financial Inc
Attorney of RecordGlenn K. Robbins II
Prosecution Events22
Latest EventNRCC on 2025-12-02

Goods & Services

Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others in the field of financial, mental and emotional health, lifestyle, and wellness with the goal of fostering independence and stability; Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, underwriting life and health insurance; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; Retirement plan administration services in the nature financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances in the nature of financial counseling services, namely, helping others build a better working relationship with their money; Financial advice; Financial management; Financial trust planning; Financial asset management; Financial planning for retirement; Retirement planning, specifically financial planning for retirement; Healthcare planning in the nature of organizing pre-paid health care plans; Financial legacy planning in the nature estate trust planning; Investment advisory services; Financial services, namely, estate settlement services; Investment advice; Mutual fund investment; Financial planning and investment advisory services; Annuity Services, namely, account and investment administration; Investment Tax Strategy being tax advisory services; Retirement income planning in the nature of income tax consultations; Financial

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