PERSONAL WEALTH OPERATING SYSTEM - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98548221
Word Mark
PERSONAL WEALTH OPERATING SYSTEM
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-05-13
Filing Date
2024-05-13
Mark Drawing
4 - Standard character mark
Attorney Name
Statements
Goods and Services
Financial planning; financial planning and investment advisory services; fiscal assessment and evaluation services; investment management; investment advisory services; investment risk assessment services; financial services, namely, wealth management services; financial risk management consultation; financial valuation services; providing information in the field of wealth management; providing information and research in the field of finance and financial investments; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information regarding financial investment strategies; financial advice relating to tax; financial advice relating to business exits
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
2024-05-13
Primary Code
036
First Use Anywhere Date
2023-11-30
First Use In Commerce Date
2023-11-30
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Justin McNaughton Cruz-Abrams Seigel LLC
Address
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Trademark Events
| Event Date | Event Description |
| 2024-05-13 | NEW APPLICATION ENTERED |
| 2024-05-13 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
