SYNERGISTIC WEALTH MANAGEMENT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98500479
Word Mark
SYNERGISTIC WEALTH MANAGEMENT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-04-15
Filing Date
2024-04-15
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 02/10/2018.
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 04/02/2018.
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 02/10/2018.
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 04/02/2018.
Indication of Colors claimed
The color(s) gold, silver, and black is/are claimed as a feature of the mark.
Description of Mark
The mark consists of gold silver and black pinwheel with either a silver, gold, or black S in the middle of the pinwheel.
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, Provide holistic financial planning and investment advice; 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 in the field of clients invetments, cash flow, and goals; Financial management of employee pension plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services; Providing information in the field of financial planning; Providing information in the field of financial planning for individuals, families, business owners, institutions; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning
Goods and Services
Providing a website featuring non-downloadable videos in the field of financial 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
2024-04-15
Primary Code
036
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2024-04-15
Primary Code
041
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Ingle,David W
Address
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Trademark Events
| Event Date | Event Description |
| 2024-04-15 | NEW APPLICATION ENTERED |
