CONCORDIA WEALTH PLANNING Trademark
Trademark Overview
On Monday, April 8, 2024, a trademark application was filed for CONCORDIA WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the CONCORDIA WEALTH PLANNING trademark a serial number of 98489130. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Monday, December 16, 2024. This trademark is owned by Concordia Wealth Planning LLC. The CONCORDIA WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning
General Information
| Serial Number | 98489130 |
| Word Mark | CONCORDIA WEALTH PLANNING |
| Filing Date | Monday, April 8, 2024 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Monday, December 16, 2024 |
| 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 | Financial planning |
| NOT AVAILABLE | "WEALTH PLANNING" |
Classification Information
| 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 | Monday, April 8, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, August 1, 2019 |
| First Use In Commerce Date | Thursday, August 1, 2019 |
Trademark Owner History
| Party Name | Concordia Wealth Planning LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Powell, OH 43065 |
Trademark Events
| Event Date | Event Description |
| Monday, April 8, 2024 | NEW APPLICATION ENTERED |
| Monday, September 16, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 22, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, October 29, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 29, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 29, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 6, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 6, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 6, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 16, 2024 | FINAL REFUSAL E-MAILED |
| Monday, December 16, 2024 | FINAL REFUSAL WRITTEN |
| Monday, December 16, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
