BEYOND WEALTH Trademark

Trademark Overview

On Friday, August 24, 2007, a trademark application was filed for BEYOND WEALTH with the United States Patent and Trademark Office. The USPTO has given the BEYOND WEALTH trademark a serial number of 77263899. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, June 6, 2019. This trademark is owned by R. W. Roge Company, Inc.. The BEYOND WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and financial services, namely, wealth preservation and asset management and asset protection, and retirement planning and modeling, and financial risk management
beyond wealth

General Information

Serial Number77263899
Word MarkBEYOND WEALTH
Filing DateFriday, August 24, 2007
Status800 - REGISTERED AND RENEWED
Status DateThursday, June 6, 2019
Registration Number3658723
Registration DateTuesday, July 21, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 26, 2008

Trademark Statements

Disclaimer with Predetermined Text"WEALTH"
Goods and ServicesInvestment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and financial services, namely, wealth preservation and asset management and asset protection, and retirement planning and modeling, and financial risk management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 29, 2007
Primary Code036
First Use Anywhere DateSunday, September 30, 2007
First Use In Commerce DateSunday, September 30, 2007

Trademark Owner History

Party NameR. W. Roge Company, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBohemia, NY 11716
Party NameR. W. Roge Company, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBohemia, NY 11716
Party NameR. W. Roge Company, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBohemia, NY 11716

Trademark Events

Event DateEvent Description
Thursday, June 6, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, June 6, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, June 6, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, May 28, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, April 24, 2019TEAS SECTION 8 & 9 RECEIVED
Saturday, July 21, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, August 14, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, August 14, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, August 14, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 30, 2014TEAS SECTION 8 & 15 RECEIVED
Tuesday, July 21, 2009REGISTERED-PRINCIPAL REGISTER
Friday, June 12, 2009LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, May 27, 2009ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, May 27, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 27, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 22, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, November 26, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 26, 2008NON-FINAL ACTION E-MAILED
Wednesday, November 26, 2008SU - NON-FINAL ACTION - WRITTEN
Wednesday, November 26, 2008STATEMENT OF USE PROCESSING COMPLETE
Thursday, November 20, 2008USE AMENDMENT FILED
Wednesday, November 26, 2008CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, November 20, 2008TEAS STATEMENT OF USE RECEIVED
Tuesday, May 20, 2008NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 26, 2008PUBLISHED FOR OPPOSITION
Wednesday, February 6, 2008NOTICE OF PUBLICATION
Thursday, January 24, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, January 23, 2008ASSIGNED TO LIE
Monday, December 10, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, December 10, 2007EXAMINER'S AMENDMENT ENTERED
Monday, December 10, 2007NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, December 10, 2007EXAMINERS AMENDMENT E-MAILED
Monday, December 10, 2007EXAMINERS AMENDMENT -WRITTEN
Monday, December 3, 2007ASSIGNED TO EXAMINER
Wednesday, August 29, 2007NEW APPLICATION ENTERED IN TRAM

Related Keywords

wealth beyond investment management financial services asset planning namely fund retirement risk