DESERT FINANCIAL WEALTH MANAGEMENT Trademark

Trademark Overview


On Wednesday, April 11, 2018, a trademark application was filed for DESERT FINANCIAL WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the DESERT FINANCIAL WEALTH MANAGEMENT trademark a serial number of 87872832. The federal status of this trademark filing is REGISTERED as of Tuesday, April 21, 2020. This trademark is owned by Desert Schools Federal Credit Union. The DESERT FINANCIAL WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning services; financial services, namely, investment management; financial consultation services, namely, consulting by a registered investment advisor; Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; financial research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data; fund investment services; capital investment services; financial planning, namely, personal financial review and consultation; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; insurance review services, namely...
desert financial wealth management

General Information


Serial Number87872832
Word MarkDESERT FINANCIAL WEALTH MANAGEMENT
Filing DateWednesday, April 11, 2018
Status700 - REGISTERED
Status DateTuesday, April 21, 2020
Registration Number6037700
Registration DateTuesday, April 21, 2020
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 12, 2019

Trademark Statements


Goods and ServicesEstate planning services; financial services, namely, investment management; financial consultation services, namely, consulting by a registered investment advisor; Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; financial research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data; fund investment services; capital investment services; financial planning, namely, personal financial review and consultation; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; insurance review services, namely, providing financial advisory services in the area of insurance coverage; financial planning for retirement; Insurance carrier services; insurance sales, agent, and brokerage services, namely, life insurance and long-term care insurance; insurance claims administration and processing
NOT AVAILABLE"FINANCIAL WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 20, 2018
Primary Code036
First Use Anywhere DateWednesday, August 1, 2018
First Use In Commerce DateWednesday, August 1, 2018

Trademark Owner History


Party NameDESERT FINANCIAL CREDIT UNION
Party Type31 - New Owner After Registration
Legal Entity Type46 - NOT AVAILABLE
AddressPHOENIX, AZ 85034

Party NameDesert Schools Federal Credit Union
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85034

Party NameDesert Schools Federal Credit Union
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85034

Party NameDesert Schools Federal Credit Union
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85034

Trademark Events


Event DateEvent Description
Friday, July 27, 2018NON-FINAL ACTION WRITTEN
Saturday, April 14, 2018NEW APPLICATION ENTERED
Friday, April 20, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, July 17, 2018ASSIGNED TO EXAMINER
Friday, July 27, 2018NON-FINAL ACTION E-MAILED
Friday, July 27, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, January 18, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 18, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, January 19, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 23, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 6, 2019ASSIGNED TO LIE
Wednesday, February 6, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 20, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 12, 2019PUBLISHED FOR OPPOSITION
Tuesday, June 11, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 12, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 7, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 11, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 22, 2019ASSIGNED TO EXAMINER
Thursday, November 7, 2019SOU TEAS EXTENSION RECEIVED
Thursday, November 7, 2019SOU EXTENSION 1 FILED
Thursday, November 7, 2019SOU EXTENSION 1 GRANTED
Tuesday, February 25, 2020TEAS STATEMENT OF USE RECEIVED
Saturday, March 14, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, March 14, 2020STATEMENT OF USE PROCESSING COMPLETE
Wednesday, March 18, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, March 19, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, April 21, 2020REGISTERED-PRINCIPAL REGISTER
Wednesday, November 25, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, April 21, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Saturday, November 9, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, February 25, 2020USE AMENDMENT FILED