ALLWORTH FINANCIAL Trademark

Trademark Overview

On Thursday, November 21, 2024, 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 98865143. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, November 21, 2024. This trademark is owned by ALLWORTH FINANCIAL GROUP, L.P.. The ALLWORTH FINANCIAL trademark is filed in the Advertising, Business and Retail Services, Computer & Software Products & Electrical & Scientific Products, 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

Downloadable electronic newsletters in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; Downloadable computer software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; Downloadable mobile software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; downloadable podcasts in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; downloadable video recordings in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, 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 Number98865143
Word MarkALLWORTH FINANCIAL
Filing DateThursday, November 21, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, November 21, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

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
Description of MarkThe mark consists of arrow shapes in a circular design pointing to a circle in the middle to the left of the term "Allworth" all above the word "FINANCIAL"..
Goods and ServicesDownloadable electronic newsletters in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; Downloadable computer software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; Downloadable mobile software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; downloadable podcasts in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; downloadable video recordings in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management
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
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesTax preparation; Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping
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 DateThursday, November 21, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, November 21, 2024
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 21, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, November 21, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
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 DateThursday, November 21, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameALLWORTH FINANCIAL GROUP, L.P.
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressFolsom, CA 95630

Trademark Events

Event DateEvent Description
Thursday, November 21, 2024NEW APPLICATION ENTERED

Related Keywords

financial allworth planning retirement information management services investment investments providing money