1792
Summary of public USPTO data
- Owner
- 1792 Wealth Advisors, LLC
- Status
- Live/Registered
- Serial number
- 99454073
- Registration number
- 8489835
- Filing date
- 2025-10-21
- Registration date
- 2026-10-06
- International classes
- 36, 41
Goods and services
Class 36
- Banking consultation
- Banking and financing services
- Credit and financial consultation
- Estate planning
- Estate trust planning
- Financial consultancy
- Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning
- Financial consulting
- Financial consultancy services in the field of planned donations for non-profit and charitable organizations
- Financial information provided by electronic means
- Financial information provided by electronic means in the field of personal finance and capital market consulting
- Providing information in the field of personal finance
- Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
- Financial planning for retirement
- Financial portfolio management
- Financial retirement plan consulting services
- Financial risk management
- Financial risk management consultation
- Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network
- Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
- Financial services, namely, wealth management services
- Financial trust planning
- Investment advice
- Investment advice in the fields of personal finance and capital market consulting
- Investment advice in the fields of wealth management
- Investment of funds
- Investment of funds for others in the fields of personal finance
- Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
- Trust management accounts
- Financial consultancy and insurance consultancy
- Providing information in the field of personal finance via a website
- Investment of funds for charitable purposes
- Mutual funds and capital investment
- Providing information in the field of wealth management
- Financial information provided by electronic means in the field of private lending and commercial lending
- Financial services, namely, microfinance lending services
- Lending consultant services
- Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers
- Financial services, namely, money lending
- Merchant banking and investment banking services
- Banking services
- Providing banking information
- Investment banking services
- Providing a website featuring information in the field of banking
- Insurance consultation
- Financial services, namely, providing an investment option available for variable annuity and variable life insurance products
- Insurance and financial information and consultancy services
- Commodity investment advice
- Mutual fund investment
Class 41
- Coaching in the field of finances
- Providing a web site featuring non-downloadable instructional videos in the field of finance
- Leadership development training in the field of finance
- Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives