GENERATIONAL WEALTH SPECIALIST Trademark

Trademark Overview


On Tuesday, August 23, 2022, a trademark application was filed for GENERATIONAL WEALTH SPECIALIST with the United States Patent and Trademark Office. The USPTO has given the GENERATIONAL WEALTH SPECIALIST trademark a serial number of 97560689. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, July 12, 2023. This trademark is owned by Taxbox Refund LLC. The GENERATIONAL WEALTH SPECIALIST trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Conducting of educational conferences in the field of business mentorship, financial literacy, real estate and of life, health, auto, accident and fire insurance with sales people and consumers interested in utilizing our services; Education services, namely, providing podcasts, content creation, seminars,and phone calls with sales people with sales associates and consumers in the field of business mentorship, financial literacy, real estate, and of life, health, auto, accident and fire insurance; Educational services, namely, providing a continuing prerecorded audio program in the field of business mentorship, financial literacy, real estate and of life, health, auto, accident and fire insurance accessible over the internet; Educational services, namely, conducting podcasts, content creation, seminars,and phone calls with sales people and consumers in the field of business mentorship, financial literacy, real estate, and of life, health, auto, accident and fire insurance; Entertainmen...

Insurance claims processing in the field of but not limited to, life, health, auto, accident and fire claims; Insurance services, namely, underwriting, issuance and administration of but not limited to, life, health, auto, accident and fire insurance; Mortgage brokerage; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Real estate brokerage; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; Commercial and residential real estate agency services; Financial services, namely, credit repair and restoration; Financial services, namely, wealth management services

Tax preparation services provided via in person, telephone, online, and/or virtual interactions; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization
generational wealth specialist

General Information


Serial Number97560689
Word MarkGENERATIONAL WEALTH SPECIALIST
Filing DateTuesday, August 23, 2022
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, July 12, 2023
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesConducting of educational conferences in the field of business mentorship, financial literacy, real estate and of life, health, auto, accident and fire insurance with sales people and consumers interested in utilizing our services; Education services, namely, providing podcasts, content creation, seminars,and phone calls with sales people with sales associates and consumers in the field of business mentorship, financial literacy, real estate, and of life, health, auto, accident and fire insurance; Educational services, namely, providing a continuing prerecorded audio program in the field of business mentorship, financial literacy, real estate and of life, health, auto, accident and fire insurance accessible over the internet; Educational services, namely, conducting podcasts, content creation, seminars,and phone calls with sales people and consumers in the field of business mentorship, financial literacy, real estate, and of life, health, auto, accident and fire insurance; Entertainment services, namely, providing podcasts in the field of business mentorship; Education services, namely, mentoring in the field of business and finance; Educational and entertainment services, namely, a continuing program about business mentorship, financial literacy, real estate, and of life, health, auto, accident and fire insurance accessible by means of podcasts, seminars, and the internet; Educational services, namely, conducting various modes of instructions in the fields of business and finance and distribution of training materials in connection therewith; Entertainment services in the nature of development, creation, production and post-production services of multimedia entertainment content; Professional coaching services in the field of business and finance
Goods and ServicesInsurance claims processing in the field of but not limited to, life, health, auto, accident and fire claims; Insurance services, namely, underwriting, issuance and administration of but not limited to, life, health, auto, accident and fire insurance; Mortgage brokerage; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Real estate brokerage; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; Commercial and residential real estate agency services; Financial services, namely, credit repair and restoration; Financial services, namely, wealth management services
Goods and ServicesTax preparation services provided via in person, telephone, online, and/or virtual interactions; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization
Disclaimer with Predetermined Text"WEALTH" OR "SPECIALIST"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, August 26, 2022
Primary Code035
First Use Anywhere DateSaturday, May 26, 2012
First Use In Commerce DateSaturday, May 26, 2012

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, August 26, 2022
Primary Code036
First Use Anywhere DateSaturday, May 26, 2012
First Use In Commerce DateSaturday, May 26, 2012

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, August 26, 2022
Primary Code041
First Use Anywhere DateSaturday, May 26, 2012
First Use In Commerce DateSaturday, May 26, 2012

Trademark Owner History


Party NameTaxbox Refund LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLos Angeles, CA 90043

Trademark Events


Event DateEvent Description
Wednesday, July 12, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 12, 2023NON-FINAL ACTION E-MAILED
Wednesday, July 12, 2023NON-FINAL ACTION WRITTEN
Friday, June 9, 2023ASSIGNED TO EXAMINER
Friday, August 26, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 26, 2022NEW APPLICATION ENTERED