| Serial Number | 86798940 |
| Word Mark | BARNUM WEALTH MANAGEMENT |
| Filing Date | Monday, October 26, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, July 8, 2022 |
| Registration Number | 5103130 |
| Registration Date | Tuesday, December 20, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 4, 2016 |
| Goods and Services | Advice relating to investments; Agencies in the field of bonds and other securities; Brokerage houses in the field of stocks, commodities, and futures; Brokerage of shares or stocks and other securities; Estate planning; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial forecasting; Financial investment in the field of securities; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial portfolio analysis services; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Individual retirement account services; Insurance agencies; Insurance agencies in the field of home, accident, life; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage in the field of home insurance, accident insurance; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance information and consultancy; Insurance services, namely, writing property and casualty insurance; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment management of and distribution of annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Security brokerage; Securities trading and investing services for others via the internet; Stock brokerage |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| 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, October 29, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 1, 2008 |
| First Use In Commerce Date | Thursday, May 1, 2008 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | FAIRFIELD, CT 06824 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | FAIRFIELD, CT 06824 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | FAIRFIELD, CT 06824 |
| Event Date | Event Description |
| Friday, July 8, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, July 8, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, July 8, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, February 1, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, December 20, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, December 20, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 4, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 4, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 14, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, August 24, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, August 23, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 22, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 22, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 22, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 24, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 24, 2016 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 24, 2016 | NON-FINAL ACTION WRITTEN |
| Thursday, February 18, 2016 | ASSIGNED TO EXAMINER |
| Thursday, October 29, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, October 29, 2015 | NEW APPLICATION ENTERED IN TRAM |