BLUEPRINT FOR WEALTH Trademark
Trademark Overview
On Monday, December 12, 2022, a trademark application was filed for BLUEPRINT FOR WEALTH with the United States Patent and Trademark Office. The USPTO has given the BLUEPRINT FOR WEALTH trademark a serial number of 97713440. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Friday, May 2, 2025. The BLUEPRINT FOR WEALTH trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:
Estate planning; Estate trust planning; Fiduciary services, namely, fiduciary representative services; Consultancy services, namely, creating personalized strategies for estate planning; Providing on-line information in the field of charitable monetary giving through estate planning; Venture capital advisory services
Business planning; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consulting services
Legal advisory services; Legal advisory services in the field of business planning, estate planning, fiduciary services, and tax planning; Legal consultancy in the field of taxation; Legal consultation services; Legal consulting services in the field of business planning, estate planning, fiduciary services, and tax planning; Legal information services; Legal information services in the field of business planning, estate planning, fiduciary services, and tax planning; Legal services; Legal services relating to company formation and registration; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of business law, estate and trust law, and taxation law; Legal services, namely, providing customized legal information, counseling, advice, and litigation services in all areas of law to people and families of modest incomes; Providing information about legal services via a website
General Information
| Serial Number | 97713440 |
| Word Mark | BLUEPRINT FOR WEALTH |
| Filing Date | Monday, December 12, 2022 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, May 2, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Estate planning; Estate trust planning; Fiduciary services, namely, fiduciary representative services; Consultancy services, namely, creating personalized strategies for estate planning; Providing on-line information in the field of charitable monetary giving through estate planning; Venture capital advisory services |
| Goods and Services | Business planning; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consulting services |
| Goods and Services | Legal advisory services; Legal advisory services in the field of business planning, estate planning, fiduciary services, and tax planning; Legal consultancy in the field of taxation; Legal consultation services; Legal consulting services in the field of business planning, estate planning, fiduciary services, and tax planning; Legal information services; Legal information services in the field of business planning, estate planning, fiduciary services, and tax planning; Legal services; Legal services relating to company formation and registration; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of business law, estate and trust law, and taxation law; Legal services, namely, providing customized legal information, counseling, advice, and litigation services in all areas of law to people and families of modest incomes; Providing information about legal services via a website |
| NOT AVAILABLE | "WEALTH" |
Classification Information
| 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, December 15, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, November 30, 2003 |
| First Use In Commerce Date | Sunday, November 30, 2003 |
| 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, December 15, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, November 30, 2003 |
| First Use In Commerce Date | Sunday, November 30, 2003 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 15, 2022 |
| Primary Code | 045 |
| First Use Anywhere Date | Sunday, November 30, 2003 |
| First Use In Commerce Date | Sunday, November 30, 2003 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Reston, VA 20190 |
Trademark Events
| Event Date | Event Description |
| Thursday, December 15, 2022 | NEW APPLICATION ENTERED |
| Thursday, December 15, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 15, 2023 | ASSIGNED TO EXAMINER |
| Monday, September 18, 2023 | NON-FINAL ACTION WRITTEN |
| Monday, September 18, 2023 | NON-FINAL ACTION E-MAILED |
| Monday, September 18, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, December 13, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, December 13, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 13, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 19, 2024 | SUSPENSION LETTER WRITTEN |
| Friday, January 19, 2024 | LETTER OF SUSPENSION E-MAILED |
| Friday, January 19, 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Sunday, February 9, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, January 2, 2025 | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION |
| Sunday, February 9, 2025 | NON-FINAL ACTION WRITTEN |
| Sunday, February 9, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, May 2, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 2, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, May 2, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
