EXPOUND WEALTH MANAGEMENT Trademark
Trademark Overview
On Wednesday, August 23, 2023, a trademark application was filed for EXPOUND WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the EXPOUND WEALTH MANAGEMENT trademark a serial number of 98146736. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, June 4, 2024. This trademark is owned by Insightful Solutions Group, LLC. The EXPOUND WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consulting; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio management; Financial risk management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance consultation; Investment advice; Strategic financial advisory services
General Information
| Serial Number | 98146736 |
| Word Mark | EXPOUND WEALTH MANAGEMENT |
| Filing Date | Wednesday, August 23, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, June 4, 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 | Tuesday, June 4, 2024 |
Trademark Statements
| Goods and Services | Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consulting; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio management; Financial risk management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance consultation; Investment advice; Strategic financial advisory services |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
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 | Sunday, September 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 26, 2023 |
| First Use In Commerce Date | Thursday, October 26, 2023 |
Trademark Owner History
| Party Name | Insightful Solutions Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Prosper, TX 75078 |
| Party Name | Insightful Solutions Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Prosper, TX 75078 |
Trademark Events
| Event Date | Event Description |
| Monday, October 30, 2023 | TEAS AMENDMENT OF USE RECEIVED |
| Saturday, August 26, 2023 | NEW APPLICATION ENTERED |
| Sunday, September 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 31, 2023 | USE AMENDMENT FILED |
| Tuesday, October 31, 2023 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, April 29, 2024 | USE AMENDMENT ACCEPTED |
| Monday, April 29, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, April 30, 2024 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Wednesday, May 15, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 4, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 4, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 23, 2024 | ASSIGNED TO EXAMINER |
