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 advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth.
Class 41
Providing information in the field of wealth management; financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth.
Class 45
Providing information in the field of wealth management; financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth.
Mark Elements
Text Mark
PLANNING CONFIDENCE SCORE
Category
Service mark
Standard Characters
Yes
Color Claim
No
Trademark Timeline
Filing Date
Publication Date
USPTO Records
No documents found for this trademark.