PLANNING CONFIDENCE SCORE
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Key Information
Ownership
FL
Address
245 Summer Street, V4C
Boston, MA 02210
Critical Dates
First Use Date
Not filed yet
Filing Date
Oct 28, 2025
Publication Date
Feb 17, 2026
Mark Descriptions
Services
Class 36
Providing information in the field of wealth management; financial advisoryservices, namely, wealth preservation and intergenerational wealth transferplanning services.; Providing information online in the field of wealth managementrelating to intrafamily relationships and intergenerational wealth.
Class 41
Production and distribution of videos in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; online publication of blogs in the field of family management and relationships...
Class 45
Providing a website featuring information in the fields of personal relationshipsand personal relationship communication practices and services.
Mark Elements
Text Mark
PLANNING CONFIDENCE SCORE
Category
Service mark
Standard Characters
Yes
Color Claim
No
Disclaimer
"PLANNING" and "SCORE"
Trademark Timeline
Filing Date
Publication Date
USPTO Records
No documents found for this trademark.