Trademark: 90845172
Status Date
Tuesday, September 26, 2023
Registration Number
7172208
Registration Date
Tuesday, September 26, 2023
Filing Date
Friday, July 23, 2021
Published for Opposition
Tuesday, May 31, 2022
41 Educational services, namely, providing classes, seminars and workshops, and the corresponding course materials used therein, in the fields of wealth and financial education; arranging of seminars in the field of financial management; financial education services, namely, providing classes, instruction, online non-downloadable webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith; providing a website featuring non-downloadable videos and audio recordings featuring information and interviews in the fields of finance and wealth management
36 Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth management, financial planning and financial investing; financial research and financial analysis in the nature of financial and investment analyses, securities research, wealth planning, asset and portfolio management, evaluation, tracking, forecasting, consultancy, advisory, and risk management relating to securities and other financial instruments; financial asset management; strategic and tactical financial advisory services; providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, and investment management; financial consulting and financial planning services provided to individuals on a fee basis; wealth advisory services for individuals in the nature of wealth management services; personal financial consulting; fiduciary investment advisory services; personal financial consulting services; financial services, namely, personal estate planning and financial retirement planning for individuals; financial advisory services in the field of financial wellness information; providing financial wellness information for the purpose of informing retirement plan design; financial research in the field of financial wellness that may inform retirement plan design; financial data analysis for the purpose of informing retirement plan design; providing financial advice and guidance for the purpose of informing retirement plan design; in-person financial planning services; financial management; financial portfolio analysis services
The mark consists of two interlocking arrows, each arrow forming the arc of a circle. The first arrow is located on the horizontal plane and moves in a counterclockwise direction. The second arrow is located on the vertical plane and moves in a clockwise direction. The second arrow begins and ends inside the arc formed by the first arrow.
Sep 26, 2023
Notice Of Registration Confirmation Emailed
Sep 26, 2023
Registered-Principal Register
Aug 21, 2023
1(B) Basis Deleted; Proceed To Registration
Jun 30, 2023
Notice Of Allowance Cancelled
Aug 21, 2023
Case Assigned To Intent To Use Paralegal
Jun 30, 2023
Teas Post Publication Amendment Received
May 30, 2023
Notice Of Approval Of Extension Request E-Mailed
May 26, 2023
Sou Extension 1 Granted
May 26, 2023
Sou Extension 1 Filed
May 26, 2023
Sou Teas Extension Received
Nov 29, 2022
Noa E-Mailed - Sou Required From Applicant
Oct 17, 2022
New Noa To Issue
Jul 26, 2022
Notice Of Allowance Cancelled
Jul 28, 2022
Noa E-Mailed - Sou Required From Applicant
May 31, 2022
Official Gazette Publication Confirmation E-Mailed
May 31, 2022
Published For Opposition
May 11, 2022
Notification Of Notice Of Publication E-Mailed
Apr 25, 2022
Approved For Pub - Principal Register
Apr 22, 2022
Teas/Email Correspondence Entered
Apr 22, 2022
Correspondence Received In Law Office
Apr 22, 2022
Teas Response To Office Action Received
Apr 12, 2022
Notification Of Non-Final Action E-Mailed
Apr 12, 2022
Non-Final Action E-Mailed
Apr 12, 2022
Non-Final Action Written
Apr 7, 2022
Assigned To Examiner
Sep 24, 2021
Notice Of Design Search Code E-Mailed
Sep 23, 2021
New Application Office Supplied Data Entered
Jul 27, 2021
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
