FAMILY WEALTH FORMULA Trademark

Trademark Overview


On Wednesday, April 18, 2018, a trademark application was filed for FAMILY WEALTH FORMULA with the United States Patent and Trademark Office. The USPTO has given the FAMILY WEALTH FORMULA trademark a serial number of 87881827. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, March 4, 2025. This trademark is owned by Catalyst Family Wealth Counsel LLC. The FAMILY WEALTH FORMULA trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning consultation; Financial planning and investment advisory services
family wealth formula

General Information


Serial Number87881827
Word MarkFAMILY WEALTH FORMULA
Filing DateWednesday, April 18, 2018
Status701 - SECTION 8 - ACCEPTED
Status DateTuesday, March 4, 2025
Registration Number5636980
Registration DateTuesday, December 25, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 9, 2018

Trademark Statements


Goods and ServicesFinancial planning consultation; Financial planning and investment advisory services
NOT AVAILABLE"FAMILY WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 26, 2018
Primary Code036
First Use Anywhere DateThursday, March 1, 2018
First Use In Commerce DateThursday, March 1, 2018

Trademark Owner History


Party NameRIDGELINE WEALTH LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressMESA, AZ 85215

Party NameCatalyst Family Wealth Counsel LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSuwanee, GA 30024

Party NameCatalyst Family Wealth Counsel LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSuwanee, GA 30024

Party NameCatalyst Family Wealth Counsel LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSuwanee, GA 30024

Trademark Events


Event DateEvent Description
Thursday, April 26, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 15, 2018EXAMINERS AMENDMENT -WRITTEN
Wednesday, August 15, 2018EXAMINERS AMENDMENT E-MAILED
Wednesday, August 15, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, August 15, 2018EXAMINER'S AMENDMENT ENTERED
Wednesday, September 18, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, April 21, 2018NEW APPLICATION ENTERED
Wednesday, August 8, 2018ASSIGNED TO EXAMINER
Saturday, August 18, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 4, 2018ASSIGNED TO LIE
Wednesday, September 19, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 9, 2018PUBLISHED FOR OPPOSITION
Tuesday, October 9, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 25, 2018REGISTERED-PRINCIPAL REGISTER
Monday, June 30, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, June 30, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, June 30, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 4, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Monday, December 25, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, June 27, 2024TEAS SECTION 8 RECEIVED
Tuesday, March 4, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, March 4, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED