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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, April 8, 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:
Family Wealth Counseling is a boutique wealth and estate planning firm that offers a very tailored and comprehensive range of wealth management services for high-net-worth clients. We offer portfolio management, retirement planning, tax planning, legacy and charitable planning, estate planning, and life insurance planning.
General Information
| Serial Number | 98489523 |
| Word Mark | FAMILY WEALTH COUNSELING |
| Filing Date | Monday, April 8, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, April 8, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Family Wealth Counseling is a boutique wealth and estate planning firm that offers a very tailored and comprehensive range of wealth management services for high-net-worth clients. We offer portfolio management, retirement planning, tax planning, legacy and charitable planning, estate planning, and life insurance planning. |
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 | Monday, April 8, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 1, 2021 |
| First Use In Commerce Date | Friday, January 1, 2021 |
Trademark Owner History
| Party Name | Family Wealth Counseling LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77002 |
Trademark Events
| Event Date | Event Description |
| Monday, April 8, 2024 | NEW APPLICATION ENTERED |
