FAMILY WEALTH COUNSELING Trademark

Trademark Overview

On Monday, April 8, 2024, a trademark application was filed for FAMILY WEALTH COUNSELING with the United States Patent and Trademark Office. The USPTO has given the FAMILY WEALTH COUNSELING trademark a serial number of 98489523. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, November 29, 2024. This trademark is owned by Family Wealth Counseling LLC. The FAMILY WEALTH COUNSELING trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services for high-net-worth clients; Financial portfolio management; Financial retirement planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; estate planning; Insurance consulting in the field of life insurance
family wealth counseling

General Information

Serial Number98489523
Word MarkFAMILY WEALTH COUNSELING
Filing DateMonday, April 8, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, November 29, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, wealth management services for high-net-worth clients; Financial portfolio management; Financial retirement planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; estate planning; Insurance consulting in the field of life insurance
NOT AVAILABLE"WEALTH COUNSELING"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 8, 2024
Primary Code036
First Use Anywhere DateFriday, January 1, 2021
First Use In Commerce DateFriday, January 1, 2021

Trademark Owner History

Party NameFamily Wealth Counseling LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAustin, TX 78750

Trademark Events

Event DateEvent Description
Monday, April 8, 2024NEW APPLICATION ENTERED
Monday, September 16, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 22, 2024NON-FINAL ACTION E-MAILED
Tuesday, October 22, 2024ASSIGNED TO EXAMINER
Tuesday, October 22, 2024NON-FINAL ACTION WRITTEN
Tuesday, October 22, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 24, 2024EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Thursday, October 24, 2024EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, October 24, 2024NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, October 24, 2024COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Thursday, November 21, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, November 21, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, November 21, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 29, 2024NON-FINAL ACTION E-MAILED
Friday, November 29, 2024NON-FINAL ACTION WRITTEN
Friday, November 29, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

counseling wealth family financial planning services management insurance namely individuals wealthy behalf life