FWM FRIEDEN WEALTH MANAGEMENT YOUR GOALS. YOUR NEEDS. OUR GUIDANCE. - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 85883637
Serial Number
85883637
Registration Number
4541796
Word Mark
FWM FRIEDEN WEALTH MANAGEMENT YOUR GOALS. YOUR NEEDS. OUR GUIDANCE.
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2020-09-03
Filing Date
2013-03-22
Registration Number
4541796
Registration Date
2014-06-03
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
261121, 261701, 261705 - Rectangles that are completely or partially shaded. Straight line(s), band(s) or bar(s). Horizontal line(s), band(s) or bar(s).
Published for Opposition Date
2014-03-18
Attorney Name
Kevin Oliveira
Law Office Assigned Location Code
L30
Employee Name
MACIOL, GENE V J
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Description of Mark
The mark consists of the text "F" in a large capital letter next to the letters "W" and "M" in large capital letters stacked to the right on the field of a rectangle and positioned over a narrower rectangle all appearing to the left of the word "FRIEDEN" in capital letters stacked above the words "WEALTH MANAGEMENT" and centered below those words are the words "YOUR GOALS. YOUR NEEDS. OUR GUIDANCE." in smaller capital letters.
Goods and Services
Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; financial services, namely, wealth management services; financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; financial services, namely, investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial affairs and monetary affairs, namely, consulting in the field of financial information and financial management
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2013-03-26
Primary Code
036
First Use Anywhere Date
2013-03-30
First Use In Commerce Date
2013-03-30
Current Trademark Owners
Party Name
WINFIELD, ROSS G
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
01 - Individual
Address
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Trademark Owner History
Party Name
WINFIELD, ROSS G
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
01 - Individual
Address
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Party Name
Bruce Frieden
Party Type
30 - Original Registrant
Legal Entity Type
01 - Individual
Address
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Party Name
Bruce Frieden
Party Type
20 - Owner at Publication
Legal Entity Type
01 - Individual
Address
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Party Name
Bruce Frieden
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
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Correspondences
Name
Kevin Oliveira
Address
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Trademark Events
Event DateEvent Description
2013-03-26NEW APPLICATION ENTERED IN TRAM
2013-03-26NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2013-03-27NOTICE OF DESIGN SEARCH CODE MAILED
2013-07-01ASSIGNED TO EXAMINER
2013-07-08NON-FINAL ACTION WRITTEN
2013-07-08NON-FINAL ACTION MAILED
2014-01-07TEAS CHANGE OF CORRESPONDENCE RECEIVED
2014-01-07TEAS CHANGE OF CORRESPONDENCE RECEIVED
2014-01-07TEAS AMENDMENT OF USE RECEIVED
2014-01-08USE AMENDMENT FILED
2014-01-08AMENDMENT TO USE PROCESSING COMPLETE
2014-01-07TEAS RESPONSE TO OFFICE ACTION RECEIVED
2014-01-07CORRESPONDENCE RECEIVED IN LAW OFFICE
2014-01-08TEAS/EMAIL CORRESPONDENCE ENTERED
2014-01-21USE AMENDMENT ACCEPTED
2014-01-21APPROVED FOR PUB - PRINCIPAL REGISTER
2014-01-22NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
2014-02-08ASSIGNED TO LIE
2014-02-08LAW OFFICE PUBLICATION REVIEW COMPLETED
2014-02-26NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2014-03-18PUBLISHED FOR OPPOSITION
2014-03-18OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2014-06-03REGISTERED-PRINCIPAL REGISTER
2014-12-03AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2019-06-03COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2020-06-03TEAS SECTION 8 & 15 RECEIVED
2020-06-22TEAS CHANGE OF OWNER ADDRESS RECEIVED
2020-06-22TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-06-22ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-06-22TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-06-22APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2020-08-25CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2020-08-27POST REGISTRATION ACTION MAILED - SEC. 8 & 15
2020-08-28TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
2020-09-03REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2020-09-03NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED