INDEPENDENT BY DESIGN, TOGETHER BY CHOICE. Trademark
Trademark Overview
On Friday, March 8, 2024, a trademark application was filed for INDEPENDENT BY DESIGN, TOGETHER BY CHOICE. with the United States Patent and Trademark Office. The USPTO has given the INDEPENDENT BY DESIGN, TOGETHER BY CHOICE. trademark a serial number of 98440632. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, November 14, 2024. This trademark is owned by Advisory Resource Group, LLC. The INDEPENDENT BY DESIGN, TOGETHER BY CHOICE. trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals
Assistance, advisory support services and consultancy with regard to business planning, start-up business transition support services, business analysis, business management, business organization, marketing and customer analysis; Management consulting and advisory services in the areas of corporate growth strategy, innovation and growth processes, organizational transformation, and talent management and development strategies; Business management consulting and advisory services; Business consulting services for start-up companies; Business marketing consulting services including marketing consulting in the field of branding and website development being marketing via websites; Consulting services in business organization and management; Business brokerage services and related consulting pertaining to procurement, buying, selling, and tendering information and opportunities; Practice succession in the nature of business succession consulting and assistance; All of the aforementioned t...
Website development for others; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals
General Information
| Serial Number | 98440632 |
| Word Mark | INDEPENDENT BY DESIGN, TOGETHER BY CHOICE. |
| Filing Date | Friday, March 8, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, November 14, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 3, 2024 |
Trademark Statements
| Goods and Services | Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals |
| Goods and Services | Assistance, advisory support services and consultancy with regard to business planning, start-up business transition support services, business analysis, business management, business organization, marketing and customer analysis; Management consulting and advisory services in the areas of corporate growth strategy, innovation and growth processes, organizational transformation, and talent management and development strategies; Business management consulting and advisory services; Business consulting services for start-up companies; Business marketing consulting services including marketing consulting in the field of branding and website development being marketing via websites; Consulting services in business organization and management; Business brokerage services and related consulting pertaining to procurement, buying, selling, and tendering information and opportunities; Practice succession in the nature of business succession consulting and assistance; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals |
| Goods and Services | Website development for others; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 8, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 7, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 7, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Advisory Resource Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bellevue, WA 98004 |
Trademark Events
| Event Date | Event Description |
| Friday, March 8, 2024 | NEW APPLICATION ENTERED |
| Tuesday, July 23, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, September 21, 2024 | ASSIGNED TO EXAMINER |
| Monday, September 23, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, September 23, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, September 23, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, November 7, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 7, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, November 7, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, November 8, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
