| Serial Number | 88633934 |
| Word Mark | FINANCIAL WELLNESS INITIATIVE |
| Filing Date | Friday, September 27, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 20, 2020 |
| Registration Number | 6177989 |
| Registration Date | Tuesday, October 20, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 4, 2020 |
| Goods and Services | Printed educational materials in the field of financial and investment information and strategies |
| Goods and Services | Audio and video recordings featuring financial and investment information and strategies; Sound recordings featuring financial and investment information and strategies |
| Description of Mark | The mark consists of the words "FINANCIAL WELLNESS" in green above the word "INITIATIVE" in blue all to the right of a blue light bulb with a green and yellow tree in the middle and five yellow lines radiating from the light bulb. The color white represents background, outlining, shading, and/or transparent area and is not part of the mark. |
| Section 2(f) Limitation Statement | as to "FINANCIAL WELLNESS INITIATIVE" |
| Goods and Services | Workshops and seminars in the field of financial investment and planning |
| Indication of Colors claimed | The color(s) blue, green and yellow is/are claimed as a feature of the mark. |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 2, 2019 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, May 31, 2018 |
| First Use In Commerce Date | Thursday, May 31, 2018 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 2, 2019 |
| Primary Code | 016 |
| First Use Anywhere Date | Thursday, May 31, 2018 |
| First Use In Commerce Date | Thursday, May 31, 2018 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 2, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, May 31, 2018 |
| First Use In Commerce Date | Thursday, May 31, 2018 |
| Party Name | USA FINANCIAL MARKETING CORPORATION |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | ADA, MI 49301 |
| Party Name | USA FINANCIAL MARKETING CORPORATION |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | ADA, MI 49301 |
| Party Name | USA FINANCIAL MARKETING CORPORATION |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | ADA, MI 49301 |
| Party Name | USA Financial Media Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Ada, MI 49301 |
| Event Date | Event Description |
| Tuesday, October 1, 2019 | NEW APPLICATION ENTERED |
| Wednesday, October 2, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 3, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, November 11, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 17, 2019 | ASSIGNED TO EXAMINER |
| Friday, December 20, 2019 | PRIORITY ACTION WRITTEN |
| Friday, December 20, 2019 | PRIORITY ACTION E-MAILED |
| Friday, December 20, 2019 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Wednesday, January 29, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, June 18, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 30, 2020 | ASSIGNED TO LIE |
| Wednesday, July 1, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 1, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 1, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 15, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 4, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 4, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 20, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 20, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, October 15, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 15, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, October 15, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 16, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 16, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |