| Serial Number | 98865146 |
| Word Mark | ALLWORTH FINANCIAL |
| Filing Date | Thursday, November 21, 2024 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, July 8, 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 | NOT AVAILABLE |
| Goods and Services | 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 |
| Description of Mark | The mark consists of arrow shapes in a circular design pointing to a circle in the middle above the term "ALLWORTH" which is above the word "FINANCIAL". |
| Goods and Services | 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 |
| Pseudo Mark | ALL WORTH FINANCIAL |
| Goods and Services | 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax preparation; Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping |
| NOT AVAILABLE | "FINANCIAL" |
| Goods and Services | 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 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 21, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 21, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Thursday, November 21, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 21, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 21, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | ALLWORTH FINANCIAL GROUP, L.P. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Folsom, CA 95630 |
| Event Date | Event Description |
| Thursday, November 21, 2024 | NEW APPLICATION ENTERED |
| Sunday, May 11, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, May 11, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 14, 2025 | ASSIGNED TO EXAMINER |
| Thursday, May 15, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, May 15, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 15, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 15, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 15, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 10, 2025 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Monday, June 16, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, June 16, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, June 16, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 7, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 7, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 7, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, June 14, 2025 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |