Legal Representation
Attorney
Kimberlee A. Boyle
Application History
1 events| Date | Code | Type | Description |
|---|---|---|---|
| Nov 21, 2024 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 009
Downloadable electronic newsletters in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; Downloadable computer software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; Downloadable mobile software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; downloadable podcasts in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; downloadable video recordings in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management
Class 035
Tax preparation; Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping
Class 036
Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning
Class 041
Educational services, namely, providing seminars, webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, a continuing program about retirement planning, financial planning, financial information, investments, and money management accessible by radio and podcast; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management
Class 042
Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools
Additional Information
Design Mark
The mark consists of arrow shapes in a circular design pointing to a circle in the middle to the left of the term "Allworth" all above the word "FINANCIAL"..
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
009
035
036
041
042