DEFINE WEALTH FINANCIAL GROUP Trademark

Trademark Overview


On Wednesday, December 1, 2021, a trademark application was filed for DEFINE WEALTH FINANCIAL GROUP with the United States Patent and Trademark Office. The USPTO has given the DEFINE WEALTH FINANCIAL GROUP trademark a serial number of 97150838. The federal status of this trademark filing is REGISTERED as of Tuesday, January 16, 2024. This trademark is owned by Michael Milbee, LLC. The DEFINE WEALTH FINANCIAL GROUP trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial advisory services, financial portfolio analysis services, financial retirement plan consulting services, wealth management services, financial planning, estate planning, insurance consultancy, insurance brokerage services, mutual funds and capital investment, advisory services relating to mutual funds, stocks and bonds brokerage, investment management of and distribution of annuities; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees; Financial management in the field of business retirement planning services
define wealth financial group

General Information


Serial Number97150838
Word MarkDEFINE WEALTH FINANCIAL GROUP
Filing DateWednesday, December 1, 2021
Status700 - REGISTERED
Status DateTuesday, January 16, 2024
Registration Number7273490
Registration DateTuesday, January 16, 2024
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 31, 2023

Trademark Statements


Goods and ServicesFinancial services, namely, financial advisory services, financial portfolio analysis services, financial retirement plan consulting services, wealth management services, financial planning, estate planning, insurance consultancy, insurance brokerage services, mutual funds and capital investment, advisory services relating to mutual funds, stocks and bonds brokerage, investment management of and distribution of annuities; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees; Financial management in the field of business retirement planning services
Disclaimer with Predetermined Text"WEALTH FINANCIAL GROUP"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 6, 2021
Primary Code036
First Use Anywhere DateWednesday, June 30, 2021
First Use In Commerce DateWednesday, June 30, 2021

Trademark Owner History


Party NameMichael Milbee, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressHartsville, SC 29550

Party NameMichael Milbee, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressHartsville, SC 29550

Party NameMichael Milbee, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHartsville, SC 29550

Trademark Events


Event DateEvent Description
Monday, January 22, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, October 31, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 31, 2023PUBLISHED FOR OPPOSITION
Wednesday, October 11, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, September 23, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, September 23, 2023EXAMINER'S AMENDMENT ENTERED
Saturday, September 23, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Saturday, September 23, 2023EXAMINERS AMENDMENT E-MAILED
Saturday, September 23, 2023EXAMINERS AMENDMENT -WRITTEN
Friday, March 24, 2023NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, March 24, 2023LETTER OF SUSPENSION E-MAILED
Friday, March 24, 2023SUSPENSION LETTER WRITTEN
Thursday, February 23, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 22, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 22, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, September 14, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 14, 2022NON-FINAL ACTION E-MAILED
Wednesday, September 14, 2022NON-FINAL ACTION WRITTEN
Saturday, September 10, 2022ASSIGNED TO EXAMINER
Friday, July 1, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, July 1, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, July 1, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, December 6, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 4, 2021NEW APPLICATION ENTERED