AIM WEALTH PARTNERS - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87612310
Serial Number
87612310
Registration Number
5433520
Word Mark
AIM WEALTH PARTNERS
Status
700 - Registered
Status Date
2018-03-27
Filing Date
2017-09-18
Registration Number
5433520
Registration Date
2018-03-27
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
060104, 260121 - Mountains, mountain landscapes. Circles that are totally or partially shaded.
Published for Opposition Date
2018-01-09
Law Office Assigned Location Code
M60
Employee Name
SMITH, BRIDGETT G
Statements
Indication of Colors claimed
The color(s) yellow, white and blue is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH PARTNERS"
Description of Mark
The mark consists of the following: the depiction of a mountain range is depicted in the colors white and blue with a yellow semicircle like design above the mountain range. The word "AIM" is depicted in the color yellow and the wording "WEALTH PARTNERS" is depicted in the color blue.
Goods and Services
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, Individual Retail; Financial planning, namely, Groups; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management of employee pension plans; Financial retirement plan consulting services; Financial trust planning; Providing information in the field of employee financial benefit plans
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
2017-09-22
Primary Code
036
First Use Anywhere Date
2017-08-28
First Use In Commerce Date
2017-09-25
Current Trademark Owners
Party Name
Alonzo Financial Services, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Alonzo Financial Services, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Alonzo Financial Services, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Alonzo Financial Services, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
ALONZO FINANCIAL SERVICES, INC.
Address
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Trademark Events
Event DateEvent Description
2017-09-21NEW APPLICATION ENTERED IN TRAM
2017-09-22NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-09-23NOTICE OF DESIGN SEARCH CODE E-MAILED
2017-10-29ASSIGNED TO EXAMINER
2017-11-07EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
2017-11-07EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
2017-11-07NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
2017-11-07ASSIGNED TO LIE
2017-11-07COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
2017-11-07TEAS RESPONSE TO OFFICE ACTION RECEIVED
2017-11-14CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-11-14TEAS/EMAIL CORRESPONDENCE ENTERED
2017-11-17DATA MODIFICATION COMPLETED
2017-11-21APPROVED FOR PUB - PRINCIPAL REGISTER
2017-11-24ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
2017-12-05ELECTRONIC RECORD REVIEW COMPLETE
2017-12-20NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2018-01-09PUBLISHED FOR OPPOSITION
2018-01-09OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-03-27REGISTERED-PRINCIPAL REGISTER