BE A CLIENT, NOT A CUSTOMER Trademark

Trademark Overview


On Tuesday, December 12, 2017, a trademark application was filed for BE A CLIENT, NOT A CUSTOMER with the United States Patent and Trademark Office. The USPTO has given the BE A CLIENT, NOT A CUSTOMER trademark a serial number of 87717183. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, November 14, 2023. This trademark is owned by TOTAL WEALTH PLANNING AND MANAGEMENT INC. The BE A CLIENT, NOT A CUSTOMER trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, financial management, and consultation in connection therewith
be a client, not a customer

General Information


Serial Number87717183
Word MarkBE A CLIENT, NOT A CUSTOMER
Filing DateTuesday, December 12, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateTuesday, November 14, 2023
Registration Number5523920
Registration DateTuesday, July 24, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 8, 2018

Trademark Statements


Goods and ServicesFinancial planning, financial management, and consultation in connection therewith

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 21, 2017
Primary Code036
First Use Anywhere DateSunday, January 1, 2012
First Use In Commerce DateSunday, January 1, 2012

Trademark Owner History


Party NameTOTAL WEALTH PLANNING AND MANAGEMENT INC
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPONTE VEDRA BEACH, FL 32082

Party NameTOTAL WEALTH PLANNING AND MANAGEMENT INC
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPONTE VEDRA BEACH, FL 32082

Party NameTOTAL WEALTH PLANNING AND MANAGEMENT INC
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPONTE VEDRA BEACH, FL 32082

Trademark Events


Event DateEvent Description
Tuesday, March 27, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 15, 2017NEW APPLICATION ENTERED
Thursday, December 21, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, March 23, 2018ASSIGNED TO EXAMINER
Tuesday, March 27, 2018NON-FINAL ACTION WRITTEN
Tuesday, March 27, 2018NON-FINAL ACTION E-MAILED
Wednesday, March 28, 2018EXAMINERS AMENDMENT -WRITTEN
Wednesday, March 28, 2018EXAMINERS AMENDMENT E-MAILED
Wednesday, March 28, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, March 28, 2018EXAMINER'S AMENDMENT ENTERED
Wednesday, March 28, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 4, 2018ASSIGNED TO LIE
Wednesday, April 18, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 8, 2018PUBLISHED FOR OPPOSITION
Tuesday, May 8, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 24, 2018REGISTERED-PRINCIPAL REGISTER
Monday, April 10, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, April 10, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, April 10, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 24, 2023TEAS SECTION 8 RECEIVED
Monday, April 10, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, April 10, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, April 10, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, July 24, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 14, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, November 14, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, November 14, 2023NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED