INTEGRATIVE WEALTH ADVISOR
Live / Applied — New application — not yet assigned to an examiner (as of 09 Sept 2026)
What this means for you
Not registered yet, but its 09 Sept 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 50098220
- Mark type
- Stylized text
- Filed
- 09 Sept 2026
- Attorney of record
- Britt L. Anderson
Goods and services
- Class 041 — Education and entertainment services: Educational services, namely, providing educational courses in the field of financial planning; Educational services, namely, providing seminars, training courses, and retreats in the fields of wealth preservation, financial freedom, and leadership; arranging and conducting educational workshops and seminars in the fields of financial literacy, wealth building, and legacy preservation; Providing online and in-person educational courses in the fields of wealth management strategies and legacy planning; Educational retreats in the fields of personal finance, wealth preservation, and intergenerational wealth transfer strategies; Educational and entertainment services, namely, providing motivational and educational speakers; Providing online non-downloadable educational podcasts in the field of in the fields of wealth preservation, financial freedom, and leadership; Educational services, namely, preparing and administering educational curricula for professional certification of financial advisors; Educational services, namely, providing educational courses in the fields of finance, wealth advisory services, wealth building, and investing based on a client's life goals, identity, values, and circumstances; Providing training for certification in the field of finance, wealth building, and investing; Educational services, namely, leadership training services enabling individuals to adjust to change and sustained responsibility; Meditation training
Owner
- Rae, LLC, Los Angeles, CA, US
Prosecution history
- 09 Sept 2026 — APPLICATION FILING RECEIPT MAILED
- 09 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 09 Sept 2026 — NEW APPLICATION ENTERED