WEALTH | INVESTMENTS | PLANNING - Trademark Details
Status: 700 - Registered
Serial Number
87870175
Registration Number
5730159
Word Mark
WEALTH | INVESTMENTS | PLANNING
Status
700 - Registered
Status Date
2019-04-16
Filing Date
2018-04-10
Registration Number
5730159
Registration Date
2019-04-16
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
M80
Employee Name
LEASER, ANDREW C
Statements
Disclaimer with Predetermined Text
"INVESTMENTS" AND "PLANNING"
Goods and Services
Business management consulting and advisory services, namely, providing foundation advisory services; Tax advisory services; Tax consultation; Tax and taxation planning, advice, information and consultancy services; Trust administration services, namely, business administration of estates
Goods and Services
Investment advisory services; Investment banking services; Investment management; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial planning services; Trust and Estate services, namely, investment and trust company services; Banking services; Private banking services; Financial retirement plan consulting services; Financial planning for retirement; Estate planning; Cash management services, namely, optimizing investment return on assets by leveraging cash flow, liquidity and lines of credit; Financial advisory and consultancy services, namely, providing investment and financial planning, advice, and strategy services for college education savings; Financial consulting; Financial risk management consultation; Financial trust administration services, namely, estate administration; Financial asset management
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2018-04-18
Primary Code
035
First Use Anywhere Date
2017-03-17
First Use In Commerce Date
2017-07-07
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
2018-04-18
Primary Code
036
First Use Anywhere Date
2017-03-17
First Use In Commerce Date
2017-05-05
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Correspondences
Name
CLINTON G. NEWTON
Address
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Trademark Events
| Event Date | Event Description |
| 2018-04-13 | NEW APPLICATION ENTERED IN TRAM |
| 2018-04-18 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2018-07-30 | ASSIGNED TO EXAMINER |
| 2018-08-02 | NON-FINAL ACTION WRITTEN |
| 2018-08-02 | NON-FINAL ACTION E-MAILED |
| 2018-08-02 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2019-01-30 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2019-01-30 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2019-01-31 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2019-02-15 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 2019-03-08 | ASSIGNED TO LIE |
| 2019-03-12 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2019-04-16 | REGISTERED-SUPPLEMENTAL REGISTER |
