WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS - Trademark Details
Status: 700 - Registered
Serial Number
87152097
Registration Number
5238281
Word Mark
WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS
Status
700 - Registered
Status Date
2017-07-04
Filing Date
2016-08-26
Registration Number
5238281
Registration Date
2017-07-04
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2017-01-24
Attorney Name
Law Office Assigned Location Code
M60
Employee Name
DEFORD, JEFFREY S
Statements
Goods and Services
Financial services, namely, financial planning, research and advisory services; estate planning, trust and estate management, administration and settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, trust and estate planning, investment consultation, advisory and management, tax planning and advisory services, and financial philanthropic gift planning
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
2016-08-31
Primary Code
036
First Use Anywhere Date
2016-09-06
First Use In Commerce Date
2016-09-06
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
ANNA M. QUINN
Address
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Trademark Events
| Event Date | Event Description |
| 2016-08-30 | NEW APPLICATION ENTERED IN TRAM |
| 2016-08-31 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2016-12-06 | ASSIGNED TO EXAMINER |
| 2016-12-09 | EXAMINERS AMENDMENT -WRITTEN |
| 2016-12-09 | EXAMINERS AMENDMENT E-MAILED |
| 2016-12-09 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2016-12-09 | EXAMINER'S AMENDMENT ENTERED |
| 2016-12-09 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2017-01-04 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2017-01-24 | PUBLISHED FOR OPPOSITION |
| 2017-01-24 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2017-03-21 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2017-03-31 | TEAS STATEMENT OF USE RECEIVED |
| 2017-04-13 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2017-03-31 | USE AMENDMENT FILED |
| 2017-04-13 | STATEMENT OF USE PROCESSING COMPLETE |
| 2017-05-02 | ASSIGNED TO LIE |
| 2017-05-11 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-05-11 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-05-26 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2017-05-27 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2017-07-04 | REGISTERED-PRINCIPAL REGISTER |
| 2020-06-05 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2020-07-23 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
