CEO OF YOUR MONEY Trademark

Trademark Overview

On Friday, October 15, 2021, a trademark application was filed for CEO OF YOUR MONEY with the United States Patent and Trademark Office. The USPTO has given the CEO OF YOUR MONEY trademark a serial number of 97076164. The federal status of this trademark filing is FIFTH EXTENSION - GRANTED as of Tuesday, March 10, 2026. This trademark is owned by Marcum Wealth, LLC. The CEO OF YOUR MONEY trademark is filed in the Insurance & Financial Services category with the following description:

Managing capital investment funds; investment consultation; consultations in the field of employee pension plans; monitoring financial markets for investment purposes; financial portfolio management; financial planning; financial planning consultation
ceo of your money

General Information

Serial Number97076164
Word MarkCEO OF YOUR MONEY
Filing DateFriday, October 15, 2021
Status734 - FIFTH EXTENSION - GRANTED
Status DateTuesday, March 10, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 28, 2023

Trademark Statements

Goods and ServicesManaging capital investment funds; investment consultation; consultations in the field of employee pension plans; monitoring financial markets for investment purposes; financial portfolio management; financial planning; financial planning consultation

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 4, 2021
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameWEALTH ENHANCEMENT GROUP, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressPLYMOUTH, MN 55441
US
Party NameMarcum Wealth, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCleveland, OH 44143
US
Party NameMarcum Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCleveland, OH 44143
US

Trademark Events

Event DateEvent Description
Thursday, November 4, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, July 21, 2022ASSIGNED TO EXAMINER
Thursday, July 28, 2022NON-FINAL ACTION WRITTEN
Thursday, July 28, 2022NON-FINAL ACTION E-MAILED
Thursday, July 28, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 4, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, January 4, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 5, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, January 23, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 8, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 28, 2023PUBLISHED FOR OPPOSITION
Tuesday, February 28, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 25, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 24, 2023SOU TEAS EXTENSION RECEIVED
Tuesday, October 24, 2023SOU EXTENSION 1 FILED
Tuesday, October 24, 2023SOU EXTENSION 1 GRANTED
Thursday, October 26, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, January 25, 2024SOU TEAS EXTENSION RECEIVED
Thursday, January 25, 2024SOU EXTENSION 2 FILED
Thursday, January 25, 2024SOU EXTENSION 2 GRANTED
Saturday, January 27, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, October 2, 2024SOU TEAS EXTENSION RECEIVED
Wednesday, October 2, 2024SOU EXTENSION 3 FILED
Wednesday, October 2, 2024SOU EXTENSION 3 GRANTED
Wednesday, October 2, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, April 3, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, April 3, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, April 3, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, April 3, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, April 3, 2025SOU TEAS EXTENSION RECEIVED
Thursday, April 3, 2025SOU EXTENSION 4 FILED
Friday, April 4, 2025SOU EXTENSION 4 GRANTED
Friday, April 4, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, September 10, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, October 24, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, October 24, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, October 24, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, October 24, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 24, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, October 25, 2025SOU TEAS EXTENSION RECEIVED
Saturday, October 25, 2025SOU EXTENSION 5 FILED
Tuesday, March 10, 2026SOU EXTENSION 5 GRANTED
Wednesday, March 11, 2026NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Related Keywords

money your financial investment consultation planning markets purposes portfolio monitoring management pension