CW
Mark Identification

CW

Serial Number

90182008

Filing Date

Sep 15, 2020

Registration Date

May 25, 2021

Trademark by

CYNDEO WEALTH PARTNERS LLC

Active Trademark

Classification Information

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services; financial planning services for amateur and professional athletes; financial advisory and consultancy services for amateur and professional athletes for financial wealth planning purposes; financial planning services for entertainers; financial advisory and consultancy services for entertainers for financial wealth planning purposes

Insurance and Financial