GOALS-BASED WEALTH MANAGEMENT Trademark

Trademark Overview

On Friday, September 4, 2015, a trademark application was filed for GOALS-BASED WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the GOALS-BASED WEALTH MANAGEMENT trademark a serial number of 86748001. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 17, 2023. This trademark is owned by JPMorgan Chase & Co.. The GOALS-BASED WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Providing financial information in the fields of finance, investment, money management and financial planning; providing news, information and commentary in the field of financial investments and financial markets; financial services, namely, financial consultation and financial planning; providing a website featuring financial news and information and online access to financial tools in the nature of on-line financial calculators; financial modeling and analysis
goals-based wealth management

General Information

Serial Number86748001
Word MarkGOALS-BASED WEALTH MANAGEMENT
Filing DateFriday, September 4, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, March 17, 2023
Registration Number5037849
Registration DateTuesday, September 6, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 12, 2016

Trademark Statements

Goods and ServicesProviding financial information in the fields of finance, investment, money management and financial planning; providing news, information and commentary in the field of financial investments and financial markets; financial services, namely, financial consultation and financial planning; providing a website featuring financial news and information and online access to financial tools in the nature of on-line financial calculators; financial modeling and analysis
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, March 17, 2023
Primary Code036
First Use Anywhere DateTuesday, March 1, 2016
First Use In Commerce DateTuesday, March 1, 2016

Trademark Owner History

Party NameJPMORGAN CHASE BANK, N.A.
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressCOLUMBUS, OH 43240
Party NameJPMORGAN CHASE BANK, N.A.
Party Type21 - New Owner After Publication
Legal Entity Type99 - Other
AddressCOLUMBUS, OH 43240
Party NameJPMorgan Chase & Co.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10017
Party NameJPMorgan Chase & Co.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10017

Trademark Events

Event DateEvent Description
Friday, March 17, 2023CANCELLED SEC. 8 (6-YR)
Monday, September 6, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, August 19, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, August 19, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 6, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 6, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 6, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 6, 2016REGISTERED-PRINCIPAL REGISTER
Wednesday, August 3, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, August 2, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, August 2, 2016STATEMENT OF USE PROCESSING COMPLETE
Wednesday, June 29, 2016USE AMENDMENT FILED
Tuesday, July 26, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, June 29, 2016TEAS STATEMENT OF USE RECEIVED
Tuesday, May 31, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, May 31, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 8, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, January 27, 2016AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, January 12, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 12, 2016PUBLISHED FOR OPPOSITION
Thursday, December 24, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, December 7, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, November 30, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, November 16, 2015EXAMINER'S AMENDMENT ENTERED
Monday, November 16, 2015ASSIGNED TO LIE
Monday, November 16, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, November 16, 2015EXAMINERS AMENDMENT E-MAILED
Monday, November 16, 2015EXAMINERS AMENDMENT -WRITTEN
Tuesday, November 10, 2015ASSIGNED TO EXAMINER
Wednesday, September 9, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 8, 2015NEW APPLICATION ENTERED

Related Keywords

management wealth based goals financial providing information news planning access featuring website tools online