BUILDING WEALTH INTENTIONALLY Trademark

Trademark Overview


On Monday, October 11, 2021, a trademark application was filed for BUILDING WEALTH INTENTIONALLY with the United States Patent and Trademark Office. The USPTO has given the BUILDING WEALTH INTENTIONALLY trademark a serial number of 97068632. The federal status of this trademark filing is REGISTERED as of Tuesday, March 21, 2023. This trademark is owned by Pivotal Wealth Management LLC. The BUILDING WEALTH INTENTIONALLY trademark is filed in the Education & Entertainment Services category with the following description:

Education services in the nature of courses at the university level; Education services, namely, mentoring in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, one-on-one mentoring in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing live and on-line workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing on-line workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions in the fie...
building wealth intentionally

General Information


Serial Number97068632
Word MarkBUILDING WEALTH INTENTIONALLY
Filing DateMonday, October 11, 2021
Status700 - REGISTERED
Status DateTuesday, March 21, 2023
Registration Number7003652
Registration DateTuesday, March 21, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 3, 2023

Trademark Statements


Goods and ServicesEducation services in the nature of courses at the university level; Education services, namely, mentoring in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, one-on-one mentoring in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing live and on-line workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing on-line workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing tutorial sessions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing tutoring in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing workshops, classes, podcasts, seminars, non-downloadable webinars, panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education and entertainment services, namely, ongoing television public service announcements and ongoing television programs in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios and distribution of training material in connection therewith; Educational services, namely, conducting informal on-line programs in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios, and printable materials distributed therewith; Educational services, namely, conducting informal programs in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios, using on-line activities and interactive exhibits, and printable materials distributed therewith; Educational services, namely, conducting workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios and distribution of training material in connection therewith; Educational services, namely, conducting workshops, classes, podcasts, seminars, non-downloadable webinars, panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational services, namely, conducting workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios and distribution of course materials in connection therewith in printed or electronic format; Educational services, namely, conducting workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios and distribution of course and educational materials in connection therewith; Educational services, namely, developing curriculum for others in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational services, namely, providing on-line workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational services, namely, providing educational speakers in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational services, namely, providing continuing professional education courses in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational services, namely, providing displays and exhibits in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational services, namely, providing online instruction in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational services, namely, providing online instruction in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios via an online website; Educational services, namely, providing workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Educational and entertainment services, namely, a continuing program about financial advisement, wealth management, insurance and estate planning, and investment portfolios accessible by means of workshops, classes, podcasts, seminars, non-downloadable webinars, and panel discussions; Educational and entertainment services, namely, a continuing program about financial advisement, wealth management, insurance and estate planning, and investment portfolios accessible by radio, television, satellite, audio, video and computer networks; Educational and entertainment services, namely, providing motivational and educational speakers; Educational and entertainment services, namely, providing motivational speaking services in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Conducting of conventions in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Consulting services about education; Continuing education services, namely, providing live and on-line continuing professional education seminars in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Education services, namely, providing non-downloadable webinars in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Entertainment and educational services, namely, the presentation of seminars, lectures, workshops and panel discussions, and ongoing television and radio talk shows all in the fields of public interest concerning financial advisement, wealth management, insurance and estate planning, and investment portfolios; Entertainment and educational services, namely, the presentation of seminars, workshops and panel discussions, and ongoing television and radio shows all in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Entertainment services, namely, providing podcasts in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Entertainment services, namely, providing video podcasts in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Online electronic publishing of text and graphic works of others featuring information regarding securities market services and securities trading activity, information regarding publicly-traded companies and other financial and business information; Providing a website featuring non-downloadable publications in the nature of books and magazines in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Providing a website featuring non-downloadable videos in the fields of financial planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of books and magazines in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Providing information relating to education services; Providing online non-downloadable e-books in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Providing online non-downloadable electronic books in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Publication of books; Publication of books, of magazines, of journals, of newspapers, of periodicals, of catalogs, of brochures; Publication of books, reviews; Publication of text books; Publication of texts, books, journals; Publishing books in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Publishing e-books in the fields of financial advisement, wealth management, insurance and estate planning, and investment portfolios; Publishing of books, e-books, audio books, music and illustrations; Publishing of books, magazines

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, November 29, 2022
Primary Code041
First Use Anywhere DateTuesday, June 1, 2021
First Use In Commerce DateTuesday, June 1, 2021

Trademark Owner History


Party NamePivotal Wealth Management LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAtlanta, GA 30309

Party NamePivotal Wealth Management LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressAtlanta, GA 30309

Party NamePivotal Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAtlanta, GA 30309

Trademark Events


Event DateEvent Description
Tuesday, March 21, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, March 21, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, January 3, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 3, 2023PUBLISHED FOR OPPOSITION
Wednesday, December 14, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, November 30, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, November 29, 2022EXAMINER'S AMENDMENT ENTERED
Tuesday, November 29, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, November 29, 2022EXAMINERS AMENDMENT E-MAILED
Tuesday, November 29, 2022EXAMINERS AMENDMENT -WRITTEN
Tuesday, October 25, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 25, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 25, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 26, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 26, 2022NON-FINAL ACTION E-MAILED
Tuesday, July 26, 2022NON-FINAL ACTION WRITTEN
Thursday, July 14, 2022ASSIGNED TO EXAMINER
Tuesday, November 2, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 14, 2021NEW APPLICATION ENTERED