Word

ZINNIA WEALTH MANAGEMENT

Status

Pending

Status Code

654

Status Date

Monday, February 12, 2024

Serial Number

97590817

Mark Type

4000

Filing Date

Wednesday, September 14, 2022

Trademark Owner History

ZINNIA WEALTH MANAGEMENT, LLC

Classifications

41 Education and entertainment services provided via a website, blog, social media, non-downloadable publications, radio, and podcast, namely, providing classes in the field of financial and retirement planning; Production and distribution of an ongoing radio show and podcast in the field of financial and retirement planning; Arranging and conducting of seminars and workshops in the field of financial and retirement planning

9 Downloadable publications and e-books in the field of financial and retirement planning

36 Financial services, namely, wealth management services; financial retirement plan consulting services; financial risk management and consultation services; Annuity consulting; Estate planning; Long term care planning, namely, long term care financial planning; Financial planning; Financial planning for retirement; Insurance consultancy in the fields life insurance policies and annuity contracts for others; Investment advisory services; Investment management and account administration; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing information and advice in the field of finance, financial investments, insurance, annuities, and the financial aspects of retirement; Providing financial information via a website

35 annuity sales promotion; sales promotion of insurance in the fields life insurance policies and annuity contracts for others

"WEALTH MANAGEMENT"

Trademark Events

Feb 12, 2024

Report Completed Suspension Check Case Still Suspended

Aug 7, 2023

Notification Of Letter Of Suspension E-Mailed

Aug 7, 2023

Letter Of Suspension E-Mailed

Aug 7, 2023

Suspension Letter Written

Jul 18, 2023

Teas/Email Correspondence Entered

Jul 17, 2023

Correspondence Received In Law Office

Jul 17, 2023

Teas Response To Office Action Received

Jun 27, 2023

Notification Of Non-Final Action E-Mailed

Jun 27, 2023

Non-Final Action E-Mailed

Jun 27, 2023

Non-Final Action Written

Jun 26, 2023

Assigned To Examiner

Sep 19, 2022

New Application Office Supplied Data Entered

Sep 17, 2022

New Application Entered