Word

S SYNERGISTIC WEALTH MANAGEMENT, LLC

Status

Pending

Status Code

630

Status Date

Monday, April 15, 2024

Serial Number

98500479

Mark Type

3

Filing Date

Monday, April 15, 2024

Trademark Owner History

Ingle,David W

Classifications

41 Providing a website featuring non-downloadable videos in the field of financial planning

36 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, Provide holistic financial planning and investment advice; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of clients invetments, cash flow, and goals; Financial management of employee pension plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services; Providing information in the field of financial planning; Providing information in the field of financial planning for individuals, families, business owners, institutions; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning

The mark consists of gold silver and black pinwheel with either a silver, gold, or black S in the middle of the pinwheel.
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 02/10/2018.
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/02/2018.
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/02/2018.
SYNERGISTIC SYNERGISTIC WEALTH MANAGEMENT LLC
The color(s) gold, silver, and black is/are claimed as a feature of the mark.
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 02/10/2018.

Trademark Events

Sep 29, 2024

Notice Of Design Search Code E-Mailed

Sep 29, 2024

New Application Office Supplied Data Entered

Apr 15, 2024

New Application Entered