ALLWORTH FINANCIAL Trademark

Trademark Overview


On Monday, October 22, 2018, a trademark application was filed for ALLWORTH FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the ALLWORTH FINANCIAL trademark a serial number of 88163683. The federal status of this trademark filing is REGISTERED as of Tuesday, March 2, 2021. This trademark is owned by Hanson McClain Group, L.P.. The ALLWORTH FINANCIAL trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Educational services, namely, providing seminars, webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, a continuing program about retirement planning, financial planning, financial information, investments, and money management accessible by radio and podcast; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management

Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning

Tax preparation; Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping

Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools
allworth financial

General Information


Serial Number88163683
Word MarkALLWORTH FINANCIAL
Filing DateMonday, October 22, 2018
Status700 - REGISTERED
Status DateTuesday, March 2, 2021
Registration Number6283651
Registration DateTuesday, March 2, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 14, 2020

Trademark Statements


Goods and ServicesEducational services, namely, providing seminars, webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, a continuing program about retirement planning, financial planning, financial information, investments, and money management accessible by radio and podcast; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management
Pseudo MarkALL WORTH FINANCIAL
Goods and ServicesFinancial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning
Goods and ServicesTax preparation; Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping
NOT AVAILABLE"FINANCIAL"
Goods and ServicesProviding temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 2, 2018
Primary Code035
First Use Anywhere DateSaturday, April 27, 2019
First Use In Commerce DateSaturday, April 27, 2019

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 2, 2018
Primary Code036
First Use Anywhere DateSaturday, April 27, 2019
First Use In Commerce DateSaturday, April 27, 2019

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, November 2, 2018
Primary Code041
First Use Anywhere DateSaturday, April 27, 2019
First Use In Commerce DateSaturday, April 27, 2019

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, July 31, 2019
Primary Code042
First Use Anywhere DateSaturday, April 27, 2019
First Use In Commerce DateSaturday, April 27, 2019

Trademark Owner History


Party NameALLWORTH FINANCIAL GROUP, L.P.
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressSACRAMENTO, CA 95826

Party NameALLWORTH FINANCIAL GROUP, L.P.
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressSACRAMENTO, CA 95826

Party NameALLWORTH FINANCIAL GROUP, L.P.
Party Type11 - New Owner Before Publication
Legal Entity Type13 - Limited Partnership
AddressSACRAMENTO, CA 95826

Party NameHanson McClain Group, L.P.
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressSacramento, CA 95826

Trademark Events


Event DateEvent Description
Tuesday, November 20, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 25, 2018NEW APPLICATION ENTERED
Friday, November 2, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 20, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, January 30, 2019ASSIGNED TO EXAMINER
Wednesday, January 30, 2019NON-FINAL ACTION WRITTEN
Wednesday, January 30, 2019NON-FINAL ACTION E-MAILED
Wednesday, January 30, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 30, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 30, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, July 31, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 1, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 1, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, November 21, 2019ASSIGNED TO EXAMINER
Monday, December 9, 2019EXAMINERS AMENDMENT -WRITTEN
Monday, December 9, 2019EXAMINERS AMENDMENT E-MAILED
Monday, December 9, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, December 9, 2019EXAMINER'S AMENDMENT ENTERED
Monday, December 9, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 11, 2019ASSIGNED TO LIE
Wednesday, December 18, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, December 25, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 14, 2020PUBLISHED FOR OPPOSITION
Tuesday, January 14, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 10, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, September 10, 2020TEAS STATEMENT OF USE RECEIVED
Thursday, September 10, 2020USE AMENDMENT FILED
Thursday, September 24, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, September 24, 2020STATEMENT OF USE PROCESSING COMPLETE
Sunday, October 18, 2020SU - NON-FINAL ACTION - WRITTEN
Sunday, October 18, 2020NON-FINAL ACTION E-MAILED
Sunday, October 18, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 8, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 15, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 15, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 15, 2021SU - FINAL REFUSAL - WRITTEN
Friday, January 15, 2021FINAL REFUSAL E-MAILED
Friday, January 15, 2021NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, January 25, 2021TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, January 25, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 25, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 27, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, January 28, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, March 2, 2021REGISTERED-PRINCIPAL REGISTER
Thursday, July 20, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 20, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 20, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 11, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 11, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 11, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 11, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 11, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 11, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED