USA FINANCIAL MARKETING CORPORATION Trademarks Page 1

USA FINANCIAL MARKETING CORPORATION Trademarks

FILL-THE-ROOM

Filed: September 23, 2003
Printed instructional, educational, and teaching materials on the subject of organizing and conducting seminars or meetings…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 76546448

ASSET-CYCLE PORTFOLIO SYSTEM

Printed instructional, educational, and teaching materials for financial strategies, financial programs, and financial seminars…
Owned by: USA FINANCIAL PLUG-N-RUN CORPORATION
Serial Number: 77220737

FINANCIAL WELLNESS INITIATIVE

Pre-recorded CD's and Pre-recorded DVD's featuring the promotion of financial planning strategies and/or tax planning strategies…
Owned by: USA FINANCIAL PLUG-N-RUN CORPORATION
Serial Number: 77286074

Image Trademark

[ Digital Media, namely, DVDs and CDs featuring financial sales and marketing techniques ]
Owned by: USA FINANCIAL PLUG-N-RUN CORPORATION
Serial Number: 77586978

PLUG-N-RUN SOLUTIONS...REAL WORLD REAL WEALTH

Filed: June 15, 2009
Consulting services for professionals, namely, business management consulting services for financial advisors and financial…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 77759783

PLUG-N-RUN

Printed instructional, educational, and teaching materials related to financial planning, namely, manuals, market reports…
Owned by: USA FINANCIAL PLUG-N-RUN CORPORATION
Serial Number: 78377564

9 LITTLE KNOWN MONEY TRAPS THAT ROUTINELY COST MANY RETIREES THOUSANDS

Filed: November 19, 2004
Business marketing services, and organizing meetings, namely, business meeting planning for others
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 78519821

FILL-THE-ROOM

Filed: November 23, 2004
Organizing and conducting meetings, namely, business meeting planning for others
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 78521775

CHAIN-OF-SECRETS

Educational and training services in the field of business building systems for financial professionals, namely, conducting…
Owned by: USA FINANCIAL PLUG-N-RUN CORPORATION
Serial Number: 78612540

FASCINATING FINANCIAL FACTS

Newsletters in the field of financial services
Owned by: USA FINANCIAL PLUG-N-RUN CORPORATION
Serial Number: 78767244

WINNER'S SECRETS

Compact discs featuring financial sales and marketing techniques
Owned by: USA FINANCIAL PLUG-N-RUN CORPORATION
Serial Number: 78930006

ADVISORGEEK

Filed: April 30, 2010
Computer services, namely, search engine optimization; Planning, design, development, maintenance and optimization of online…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 85027040

ANNUITY411.COM

Filed: June 5, 2012
Providing on-line referrals in the field of annuities; providing demand creation and lead generation activities and services…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 85643668

TRADE SECRETS DISCOVERY DAY

Filed: February 4, 2013
PRINTED INSTRUCTIONAL, EDUCATIONAL, AND TEACHING MATERIALS FOR FINANCIAL STRATEGIES, FINANCIAL PROGRAMS, AND FINANCIAL SEMINARS…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 85839549

TRADE SECRETS COACHING ACADEMY

Filed: February 4, 2013
AUDIO RECORDINGS FEATURING FINANCIAL STRATEGIES AND FINANCIAL INFORMATION
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 85839552

EMPOWERING ADVISORS & INVESTORS

Filed: June 12, 2013
[ Sound recordings featuring financial sales and marketing techniques ]
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 85957501

ADVISOR S.A.L.E.

Filed: December 2, 2013
Business succession planning; Business continuity planning; Business strategic planning services; and Business consultation…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 86132955

EMERGENCY S.A.L.E.

PLANNED S.A.L.E.

ASSET-CYCLE PORTFOLIO SYSTEM

Filed: February 25, 2014
Providing on-line non-downloadable software for performing financial analysis and proposing re-allocation of financial resources…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 86203842

SELDOM HEARD AND RARELY EXPLAINED MONEY TIME BOMBS THAT ROUTINELY COST MANY RETIREES THOUSANDS

Filed: July 22, 2014
Workshops and seminars in the field of financial planning and investment advice
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 86344299

USA FINANCIAL WELLNESS INITIATIVE

Filed: July 22, 2014
Audio and video recordings featuring financial planning, tax planning and investment information
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 86344321

PLAN FIRST, INVEST SECOND

Filed: September 10, 2014
Downloadable electronic newsletters delivered by e-mail in the field of financial topics; Sound recordings featuring financial…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 86390354

Image Trademark

Filed: September 24, 2014
Printed educational materials in the field of financial and investment strategy
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 86404217

SOCIAL ADVISOR EDGE

Filed: July 21, 2015
Platform as a service (PAAS) featuring computer software platforms for financial professionals to manage their social media…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 86699790

ADVISOR BLUE BOOK

Filed: September 17, 2019
consulting on the subject of valuation of financial advisor businesses
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 88619206

FINANCIAL WELLNESS INITIATIVE

Filed: September 27, 2019
Audio and video recordings featuring financial and investment information and strategies; Sound recordings featuring financial…
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 88633934

UNNICHED

Filed: October 6, 2019
Downloadable podcasts in the field of topics of interest to professional women who work in the financial services industry…
Owned by: USA Financial Media Corporation
Serial Number: 88643904

ADVISOR SKINNY

Filed: October 8, 2019
Downloadable podcasts in the field of financial industry information for financial advisors
Owned by: USA Financial Media Corporation
Serial Number: 88645822

ADVISOR AMBASSADOR

Filed: October 8, 2020
providing incentive award programs for financial advisors to recruit other advisors
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 90242607

ADVISOR SALE

Filed: October 8, 2020
business consulting on the subject of the sale of financial advisor businesses
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 90242629

ADVISOR EMERGENCY

Filed: October 8, 2020
business consulting on the subject of continuity planning for financial advisor businesses
Owned by: USA FINANCIAL MARKETING CORPORATION
Serial Number: 90242632