HUMAN CENTRIC WEALTH PLANNING Trademark

Trademark Overview

On Thursday, December 13, 2018, a trademark application was filed for HUMAN CENTRIC WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the HUMAN CENTRIC WEALTH PLANNING trademark a serial number of 88228767. The federal status of this trademark filing is REGISTERED as of Tuesday, June 2, 2020. This trademark is owned by WEALTH MANAGEMENT & BUSINESS CONCEPTS. The HUMAN CENTRIC WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services
human centric wealth planning

General Information

Serial Number88228767
Word MarkHUMAN CENTRIC WEALTH PLANNING
Filing DateThursday, December 13, 2018
Status700 - REGISTERED
Status DateTuesday, June 2, 2020
Registration Number6071306
Registration DateTuesday, June 2, 2020
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, January 5, 2019
Primary Code036
First Use Anywhere DateMonday, October 1, 2018
First Use In Commerce DateMonday, October 1, 2018

Trademark Owner History

Party NameHUMAN WEALTH INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressLAKE FOREST, CA 92630
Party NameWEALTH MANAGEMENT & BUSINESS CONCEPTS
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLAKE FOREST, CA 92630
Party NameWEALTH MANAGEMENT & BUSINESS CONCEPTS
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLAKE FOREST, CA 92630

Trademark Events

Event DateEvent Description
Monday, December 17, 2018NEW APPLICATION ENTERED
Saturday, January 5, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 12, 2019ASSIGNED TO EXAMINER
Tuesday, March 19, 2019NON-FINAL ACTION WRITTEN
Tuesday, March 19, 2019NON-FINAL ACTION E-MAILED
Tuesday, March 19, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 12, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 12, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 13, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 7, 2019FINAL REFUSAL WRITTEN
Monday, October 7, 2019FINAL REFUSAL E-MAILED
Monday, October 7, 2019NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, January 6, 2020ASSIGNED TO EXAMINER
Friday, March 27, 2020TEAS REQUEST FOR RECONSIDERATION RECEIVED
Saturday, March 28, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 27, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, April 22, 2020EXAMINERS AMENDMENT -WRITTEN
Wednesday, April 22, 2020EXAMINERS AMENDMENT E-MAILED
Wednesday, April 22, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, April 22, 2020EXAMINER'S AMENDMENT ENTERED
Wednesday, April 22, 2020APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, April 29, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, June 2, 2020REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, July 22, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, June 2, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 28, 2020ASSIGNED TO LIE

Related Keywords

planning wealth centric human financial services namely budget trust line mortgage retirement investment