5 DIMENSIONS OF RETIREMENT WEALTH DESIGN INCOME INVEST TAX PROTECT LEGACY Trademark
Trademark Overview
On Monday, August 26, 2024, a trademark application was filed for 5 DIMENSIONS OF RETIREMENT WEALTH DESIGN INCOME INVEST TAX PROTECT LEGACY with the United States Patent and Trademark Office. The USPTO has given the 5 DIMENSIONS OF RETIREMENT WEALTH DESIGN INCOME INVEST TAX PROTECT LEGACY trademark a serial number of 98716977. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, November 4, 2025. This trademark is owned by Boomfish Wealth Group, LLC. The 5 DIMENSIONS OF RETIREMENT WEALTH DESIGN INCOME INVEST TAX PROTECT LEGACY trademark is filed in the Insurance & Financial Services category with the following description:
financial planning, investment advisory and wealth planning services
General Information
| Serial Number | 98716977 |
| Word Mark | 5 DIMENSIONS OF RETIREMENT WEALTH DESIGN INCOME INVEST TAX PROTECT LEGACY |
| Filing Date | Monday, August 26, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, November 4, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 4, 2025 |
Trademark Statements
| Description of Mark | The mark consists of a 5-spoked wheel design with the center circle containing a stylized number "5" to the left of the words "DIMENSIONS OF" on a first line, the word "RETIREMENT" on a second line, and the words "WEALTH DESIGN" on a third line with all words being justified and of varying stylized fonts. Centered between each spoke is a word such that "INCOME" is at the top, "INVEST" is to the middle right, "TAX" is in the bottom right, "PROTECT" is in the bottom left, and "LEGACY" is to the middle left. |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | FIVE DIMENSIONS OF RETIREMENT WEALTH DESIGN INCOME INVEST TAX PROTECT LEGACY |
| NOT AVAILABLE | "RETIREMENT" or "WEALTH DESIGN" or "INCOME" or "INVEST" or "TAX" or "PROTECT" or "LEGACY" |
| Goods and Services | financial planning, investment advisory and wealth planning services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 26, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 31, 2023 |
| First Use In Commerce Date | Tuesday, January 31, 2023 |
Trademark Owner History
| Party Name | Boomfish Wealth Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Alpharetta, GA 30004 |
| Party Name | Boomfish Wealth Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Alpharetta, GA 30004 |
Trademark Events
| Event Date | Event Description |
| Monday, August 26, 2024 | NEW APPLICATION ENTERED |
| Monday, March 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 10, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, March 11, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, March 11, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 11, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 11, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 9, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, June 9, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, September 10, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 10, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 10, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 1, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 29, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 4, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
