DREAM BOLDLY. PLAN WISELY. Trademark

Trademark Overview


On Thursday, December 5, 2019, a trademark application was filed for DREAM BOLDLY. PLAN WISELY. with the United States Patent and Trademark Office. The USPTO has given the DREAM BOLDLY. PLAN WISELY. trademark a serial number of 88715842. The federal status of this trademark filing is REGISTERED as of Tuesday, January 12, 2021. This trademark is owned by Windsor Wealth Management, Inc.. The DREAM BOLDLY. PLAN WISELY. trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment management services for families, non-profits and retirement plans; financial consulting services and advisory services regarding the establishment, management, and modification of retirement plans and investment portfolios for businesses and not for profit entities; investment management and financial consulting for private individuals
dream boldly. plan wisely.

General Information


Serial Number88715842
Word MarkDREAM BOLDLY. PLAN WISELY.
Filing DateThursday, December 5, 2019
Status700 - REGISTERED
Status DateTuesday, January 12, 2021
Registration Number6242774
Registration DateTuesday, January 12, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 27, 2020

Trademark Statements


Goods and ServicesFinancial planning and investment management services for families, non-profits and retirement plans; financial consulting services and advisory services regarding the establishment, management, and modification of retirement plans and investment portfolios for businesses and not for profit entities; investment management and financial consulting for private individuals

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 10, 2019
Primary Code036
First Use Anywhere DateMonday, October 1, 2018
First Use In Commerce DateMonday, October 1, 2018

Trademark Owner History


Party NameWindsor Wealth Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressIndianapolis, IN 46240

Party NameWindsor Wealth Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressIndianapolis, IN 46240

Party NameWindsor Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressIndianapolis, IN 46240

Trademark Events


Event DateEvent Description
Monday, December 9, 2019NEW APPLICATION ENTERED
Tuesday, December 10, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, March 6, 2020ASSIGNED TO EXAMINER
Wednesday, March 11, 2020NON-FINAL ACTION WRITTEN
Wednesday, March 11, 2020NON-FINAL ACTION E-MAILED
Wednesday, March 11, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 10, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 10, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 11, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 21, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 7, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 27, 2020PUBLISHED FOR OPPOSITION
Tuesday, October 27, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 12, 2021REGISTERED-PRINCIPAL REGISTER
Monday, January 12, 2026COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED