FIVE PILLARS WEALTH Trademark

Trademark Overview


On Thursday, May 23, 2024, a trademark application was filed for FIVE PILLARS WEALTH with the United States Patent and Trademark Office. The USPTO has given the FIVE PILLARS WEALTH trademark a serial number of 98565445. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, December 19, 2024. The FIVE PILLARS WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

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, namel...
five pillars wealth

General Information


Serial Number98565445
Word MarkFIVE PILLARS WEALTH
Filing DateThursday, May 23, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, December 19, 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 ServicesAdvisory 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 23, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressMclean, VA 22102

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressMclean, VA 22102

Trademark Events


Event DateEvent Description
Thursday, May 23, 2024NEW APPLICATION ENTERED
Saturday, December 14, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sunday, December 15, 2024ASSIGNED TO EXAMINER
Thursday, December 19, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 19, 2024NON-FINAL ACTION WRITTEN
Thursday, December 19, 2024NON-FINAL ACTION E-MAILED
Wednesday, February 19, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Wednesday, February 19, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED