FOUNDERS WEALTH ADVISORS LIFE WEALTH MANAGEMENT Trademark

Trademark Overview


On Friday, December 15, 2017, a trademark application was filed for FOUNDERS WEALTH ADVISORS LIFE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the FOUNDERS WEALTH ADVISORS LIFE WEALTH MANAGEMENT trademark a serial number of 87722205. The federal status of this trademark filing is REGISTERED as of Tuesday, July 16, 2019. This trademark is owned by Founders Wealth Holdings, LLC. The FOUNDERS WEALTH ADVISORS LIFE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services, namely, consulting for financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Investment advice and brokerage services in the field of securities, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Financial and investment services, namely, asset and investment acquisition and development, consultation and advisory services, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Investment management and advisory services, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Financial services, namely, wealth management services provided to financial planners, financial advisors and financial asset m...
founders wealth advisors life wealth management

General Information


Serial Number87722205
Word MarkFOUNDERS WEALTH ADVISORS LIFE WEALTH MANAGEMENT
Filing DateFriday, December 15, 2017
Status700 - REGISTERED
Status DateTuesday, July 16, 2019
Registration Number5807679
Registration DateTuesday, July 16, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 22, 2018

Trademark Statements


Disclaimer with Predetermined Text"WEALTH ADVISORS" AND "WEALTH MANAGEMENT"
Goods and ServicesFinancial advisory and consultancy services, namely, consulting for financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Investment advice and brokerage services in the field of securities, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Financial and investment services, namely, asset and investment acquisition and development, consultation and advisory services, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Investment management and advisory services, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Financial services, namely, wealth management services provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Providing information in the field of financial planning, investment management and wealth management to planners to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Financial advisory services, namely, wealth management and retirement planning services; Financial advisory services, namely, wealth management and retirement planning services delivered to consumers via over the internet to electronic and mobile devices; Providing information in the field of financial advisory and investment services to financial planners, financial advisors and financial asset managers to enhance practice management and consumer portfolio performance; Consulting services in the field of financial advisory and investment services to financial planners, financial advisors and financial asset managers

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, December 29, 2017
Primary Code036
First Use Anywhere DateThursday, May 9, 2019
First Use In Commerce DateThursday, May 9, 2019

Trademark Owner History


Party NameFounders Wealth Holdings, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChapel Hill, NC 27517

Party NameFounders Wealth Holdings, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChapel Hill, NC 27517

Party NameFounders Wealth Holdings, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChapel Hill, NC 27517

Trademark Events


Event DateEvent Description
Tuesday, July 16, 2019REGISTERED-PRINCIPAL REGISTER
Friday, June 14, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, June 13, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, May 25, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, May 13, 2019USE AMENDMENT FILED
Saturday, May 25, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, May 13, 2019TEAS STATEMENT OF USE RECEIVED
Tuesday, February 5, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 13, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sunday, September 30, 2018EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Wednesday, June 20, 2018EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, May 22, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 22, 2018PUBLISHED FOR OPPOSITION
Wednesday, May 2, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, April 13, 2018ASSIGNED TO LIE
Thursday, April 5, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 4, 2018EXAMINER'S AMENDMENT ENTERED
Wednesday, April 4, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, April 4, 2018EXAMINERS AMENDMENT E-MAILED
Wednesday, April 4, 2018EXAMINERS AMENDMENT -WRITTEN
Tuesday, March 27, 2018ASSIGNED TO EXAMINER
Friday, December 29, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, December 19, 2017NEW APPLICATION ENTERED IN TRAM