Word

MARINER FINANCIAL WELLNESS

Status

Pending

Status Code

638

Status Date

Tuesday, May 7, 2024

Serial Number

98176696

Mark Type

4

Filing Date

Tuesday, September 12, 2023

Trademark Owner History

Mariner Wealth Advisors, LLC

Classifications

41 Education services in the field of personal finance; education services in the field of financial wellness; financial coaching services

36 Financial and business consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, asset management and investment advisory services; Financial planning; Personal and business financial planning, investment advisory services, wealth management services; Financial planning and management; Financial investment and retirement plan services and consulting

42 Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; Providing temporary use of online, non-downloadable software for financial goal setting and tracking, budgeting, money management, recording and tracking financial transactions; Providing temporary use of online, non-downloadable software for providing education content in the field of financial wellness

Trademark Events

Sep 15, 2023

New Application Entered

Oct 2, 2023

New Application Office Supplied Data Entered

May 7, 2024

Assigned To Examiner