BRIGHTTREE FINANCIAL
Mark Identification

BRIGHTTREE FINANCIAL

Serial Number

88268056

Filing Date

Jan 18, 2019

Registration Date

Aug 20, 2019

Trademark by

BRIGHTTREE WEALTH MANAGEMENT LLC

Active Trademark

Classification Information

College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of employee pension plans; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial consulting services, namely, advising others regarding intellectual property investments; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial services in the nature of an investment security; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, investment fund transfer and transaction services; Financial services, namely, mortgage planning; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Monitoring financial markets for investment purposes; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services

Insurance and Financial