INTEGRATED WEALTH MANAGEMENT Trademark

Trademark Overview

On Wednesday, June 12, 2013, a trademark application was filed for INTEGRATED WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the INTEGRATED WEALTH MANAGEMENT trademark a serial number of 85957795. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, February 14, 2020. This trademark is owned by Vogel Consulting Group, S.C.. The INTEGRATED WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Advice relating to investments

Accountancy services
integrated wealth management

General Information

Serial Number85957795
Word MarkINTEGRATED WEALTH MANAGEMENT
Filing DateWednesday, June 12, 2013
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, February 14, 2020
Registration Number4474701
Registration DateTuesday, January 28, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 12, 2013

Trademark Statements

Goods and ServicesAdvice relating to investments
Goods and ServicesAccountancy services
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 20, 2013
Primary Code035
First Use Anywhere DateFriday, May 10, 2013
First Use In Commerce DateWednesday, June 12, 2013
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 20, 2013
Primary Code036
First Use Anywhere DateFriday, May 10, 2013
First Use In Commerce DateWednesday, June 12, 2013

Trademark Owner History

Party NameVogel Consulting, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBrookfield, WI 53045
Party NameVogel Consulting Group, S.C.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBrookfield, WI 53045
Party NameVogel Consulting, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBrookfield, WI 53045
Party NameVogel Consulting Group, S.C.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBrookfield, WI 53045
Party NameVogel Consulting, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBrookfield, WI 53045
Party NameVogel Consulting Group, S.C.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBrookfield, WI 53045

Trademark Events

Event DateEvent Description
Saturday, January 28, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, February 14, 2020NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, February 14, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, February 14, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 6, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 6, 2020TEAS SECTION 8 RECEIVED
Monday, January 28, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, January 28, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, November 21, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 12, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 12, 2013PUBLISHED FOR OPPOSITION
Wednesday, October 23, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, October 3, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, September 23, 2013ASSIGNED TO EXAMINER
Thursday, June 20, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, June 15, 2013NEW APPLICATION ENTERED

Related Keywords

management wealth integrated services accountancy investments relating advice