GROUNDED WEALTH Trademark

Trademark Overview


On Monday, May 16, 2022, a trademark application was filed for GROUNDED WEALTH with the United States Patent and Trademark Office. The USPTO has given the GROUNDED WEALTH trademark a serial number of 97412319. The federal status of this trademark filing is REGISTERED as of Tuesday, June 27, 2023. This trademark is owned by Tilli Wealth Management LLC. The GROUNDED WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, investment strategies, tax strategies, risk management, estate and charitable planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial trust planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
grounded wealth

General Information


Serial Number97412319
Word MarkGROUNDED WEALTH
Filing DateMonday, May 16, 2022
Status700 - REGISTERED
Status DateTuesday, June 27, 2023
Registration Number7092145
Registration DateTuesday, June 27, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 11, 2023

Trademark Statements


Goods and ServicesFinancial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, investment strategies, tax strategies, risk management, estate and charitable planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial trust planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Disclaimer with Predetermined Text"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 23, 2022
Primary Code036
First Use Anywhere DateFriday, October 1, 2021
First Use In Commerce DateFriday, October 1, 2021

Trademark Owner History


Party NameTilli Wealth Management LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPlymouth, MN 55305

Party NameTilli Wealth Management LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPlymouth, MN 55305

Party NameTilli Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPlymouth, MN 55305

Trademark Events


Event DateEvent Description
Tuesday, June 27, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, June 27, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, April 11, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 11, 2023PUBLISHED FOR OPPOSITION
Wednesday, March 22, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 7, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 7, 2023EXAMINER'S AMENDMENT ENTERED
Tuesday, March 7, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, March 7, 2023EXAMINERS AMENDMENT E-MAILED
Tuesday, March 7, 2023EXAMINERS AMENDMENT -WRITTEN
Saturday, March 4, 2023ASSIGNED TO EXAMINER
Monday, May 23, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 19, 2022NEW APPLICATION ENTERED