Trademark: 86929699
Word
CONNECTING WEALTH & PURPOSE
Status
Registered
Status Code
702
Status Date
Wednesday, May 31, 2023
Serial Number
86929699
Registration Number
5117682
Registration Date
Tuesday, January 10, 2017
Mark Type
4
Filing Date
Friday, March 4, 2016
Published for Opposition
Tuesday, October 25, 2016

Trademark Owner History

Classifications
36 Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administration of savings accounts, retirement plans, investment accounts, mutual funds, trust accounts and annuities
35 tax planning and preparation services

Trademark Events
Sep 15, 2016
Approved For Pub - Principal Register
Mar 8, 2016
New Application Entered
Mar 10, 2016
New Application Office Supplied Data Entered
Jun 16, 2016
Assigned To Examiner
Jun 21, 2016
Non-Final Action Written
Jun 21, 2016
Non-Final Action E-Mailed
Jun 21, 2016
Notification Of Non-Final Action E-Mailed
Aug 30, 2016
Teas Response To Office Action Received
Aug 30, 2016
Correspondence Received In Law Office
Aug 31, 2016
Teas/Email Correspondence Entered
Oct 5, 2016
Notification Of Notice Of Publication E-Mailed
May 31, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
May 31, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Oct 25, 2016
Published For Opposition
Oct 25, 2016
Official Gazette Publication Confirmation E-Mailed
Jan 10, 2017
Registered-Principal Register
Jan 10, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Nov 18, 2022
Teas Section 8 & 15 Received
May 31, 2023
Case Assigned To Post Registration Paralegal
May 1, 2024
Automatic Update Of Assignment Of Ownership

Trademark Alertz updated from USPTO on 2030-01-24