| Serial Number | 98565445 |
| Word Mark | FIVE PILLARS WEALTH |
| Filing Date | Thursday, May 23, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, December 19, 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 |
| Goods and Services | Advisory services relating to mutual funds; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Consultancy services relating to insurance; Estate planning; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial management in the field of retirement planning, education funding, estate planning, employee benefits, executive benefits, and life insurance; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance brokerage services; Insurance consulting in the field of disability, term life, and long term care insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the disability, term life, and long term care industry; Issuance and administration of annuities; Life insurance brokerage; Long-term care insurance underwriting; Providing information in the field of employee financial benefit plans |
| 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 | Thursday, May 23, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Mclean, VA 22102 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Mclean, VA 22102 |
| Event Date | Event Description |
| Saturday, December 14, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, December 15, 2024 | ASSIGNED TO EXAMINER |
| Thursday, December 19, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, December 19, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, December 19, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 23, 2024 | NEW APPLICATION ENTERED |