KWB WEALTH - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 90109242
Serial Number
90109242
Registration Number
6307209
Word Mark
KWB WEALTH
Status
700 - Registered
Status Date
2021-03-30
Filing Date
2020-08-12
Registration Number
6307209
Registration Date
2021-03-30
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
050125, 261713 - Other trees or bushes. Letters or words underlined and/or overlined by one or more strokes or lines.
Published for Opposition Date
2021-01-12
Attorney Name
Brian P. Kinder
Law Office Assigned Location Code
M70
Employee Name
KING, LINDA M
Statements
In Another Form Statement
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 02/15/1996
In Another Form Statement
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/15/1996
Indication of Colors claimed
The color(s) gold and green is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH"
Description of Mark
The mark consists of a stylized tree in gold with the bottom right of the tree extending underneath the letters "KWB WEALTH" in a stylized, uppercase green font and being adjacent and to the right of the tree.
Goods and Services
Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Strategic financial advisory services
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
2020-09-15
Primary Code
036
First Use Anywhere Date
1996-02-15
First Use In Commerce Date
1996-02-15
Current Trademark Owners
Party Name
KWB Wealth
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
KWB Wealth
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
KWB Wealth
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
KWB Wealth
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
BRIAN P. KINDER
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration3658457
Trademark Events
Event DateEvent Description
2020-08-15NEW APPLICATION ENTERED IN TRAM
2020-09-15NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2020-09-16NOTICE OF DESIGN SEARCH CODE E-MAILED
2020-12-07ASSIGNED TO EXAMINER
2020-12-07APPROVED FOR PUB - PRINCIPAL REGISTER
2020-12-23NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2021-01-12PUBLISHED FOR OPPOSITION
2021-01-12OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2021-03-30REGISTERED-PRINCIPAL REGISTER