INDEPENDENT WEALTH SOLUTIONS Trademark
Trademark Overview
On Monday, January 22, 2024, a trademark application was filed for INDEPENDENT WEALTH SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the INDEPENDENT WEALTH SOLUTIONS trademark a serial number of 98369711. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, November 12, 2024. This trademark is owned by Wittenberg Financial, LP. The INDEPENDENT WEALTH SOLUTIONS trademark is filed in the Insurance & Financial Services category with the following description:
Financial consulting; Financial planning, namely, creating personalized strategies for achieving financial independence; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
General Information
| Serial Number | 98369711 |
| Word Mark | INDEPENDENT WEALTH SOLUTIONS |
| Filing Date | Monday, January 22, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, November 12, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 12, 2024 |
Trademark Statements
| Description of Mark | The mark consists of an image of 3 rooftops set in an A-frame on top of each other. To the right at the top is the word "INDEPENDENT" and underneath in the same font and style "WEALTH SOLUTIONS". |
| Goods and Services | Financial consulting; Financial planning, namely, creating personalized strategies for achieving financial independence; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "INDEPENDENT WEALTH SOLUTIONS" |
Classification Information
| 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 | Monday, January 22, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, October 31, 2015 |
| First Use In Commerce Date | Saturday, October 31, 2015 |
Trademark Owner History
| Party Name | Wittenberg Financial, LP |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Encinitas, CA 92024 |
| Party Name | Wittenberg Financial, LP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Encinitas, CA 92024 |
Trademark Events
| Event Date | Event Description |
| Monday, January 22, 2024 | NEW APPLICATION ENTERED |
| Thursday, May 23, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, May 23, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 21, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, June 21, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, June 21, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, August 16, 2024 | ASSIGNED TO EXAMINER |
| Friday, August 23, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, August 23, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, August 23, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, August 30, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, August 30, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 30, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 30, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 23, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 12, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 12, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
