INSTRUMENTAL WEALTH Trademark
Trademark Overview
On Friday, January 28, 2022, a trademark application was filed for INSTRUMENTAL WEALTH with the United States Patent and Trademark Office. The USPTO has given the INSTRUMENTAL WEALTH trademark a serial number of 97243455. The federal status of this trademark filing is REGISTERED as of Tuesday, February 28, 2023. This trademark is owned by Instrumental Wealth, LLC. The INSTRUMENTAL WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management
General Information
| Serial Number | 97243455 |
| Word Mark | INSTRUMENTAL WEALTH |
| Filing Date | Friday, January 28, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 28, 2023 |
| Registration Number | 6991259 |
| Registration Date | Tuesday, February 28, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 13, 2022 |
Trademark Statements
| Description of Mark | The mark consists of three vertical lines each having a circle thereon appearing over the word "INSTRUMENTAL" which appears over the word "WEALTH". |
| Goods and Services | Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH" |
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 | Tuesday, February 1, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, August 6, 2019 |
| First Use In Commerce Date | Tuesday, August 6, 2019 |
Trademark Owner History
| Party Name | Instrumental Wealth, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Tampa, FL 33609 |
| Party Name | Instrumental Wealth, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Tampa, FL 33609 |
| Party Name | Instrumental Wealth, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Tampa, FL 33609 |
Trademark Events
| Event Date | Event Description |
| Tuesday, February 28, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, February 28, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 13, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 13, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 23, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, November 10, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 9, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, February 2, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 1, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 1, 2022 | NEW APPLICATION ENTERED |
