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 NON-FINAL ACTION - MAILED as of Friday, August 23, 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, August 23, 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 | NOT AVAILABLE |
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 | "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 | Sunday, November 1, 2015 |
| First Use In Commerce Date | Sunday, November 1, 2015 |
Trademark Owner History
| 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 |
