INTEGRATED WEALTH MANAGEMENT Trademark

Trademark Overview


On Wednesday, May 27, 2015, 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 86643087. The federal status of this trademark filing is ABANDONED - EXPRESS as of Monday, November 9, 2015. This trademark is owned by Integrated Wealth Management Incorporated. The INTEGRATED WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Wealth management firm, providing financial advice and money management services including; asset management, financial planning, discretionary investment management, tax strategies, estate planning, trust services
integrated wealth management

General Information


Serial Number86643087
Word MarkINTEGRATED WEALTH MANAGEMENT
Filing DateWednesday, May 27, 2015
Status601 - ABANDONED - EXPRESS
Status DateMonday, November 9, 2015
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedThe color(s) gray, green, teal, aqua is/are claimed as a feature of the mark.
Description of MarkThe mark consists of two concentric circles, where the outer circles in made up of eight even segments, each shaded in in a different color and an inner circle which is hollow. The outer circle is colored as follows clockwise; aqua, teal, dark gray, light gray, dark green, forest green, grass green and light green. To the right of the image is the phrase INTEGRATED WEALTH MANAGEMENT, written in a gray font, with the first letter of each word capitalized, and each word below the other, left aligned.
Goods and ServicesWealth management firm, providing financial advice and money management services including; asset management, financial planning, discretionary investment management, tax strategies, estate planning, trust services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, June 3, 2015
Primary Code036
First Use Anywhere DateFriday, February 13, 2015
First Use In Commerce DateFriday, February 13, 2015

Trademark Owner History


Party NameIntegrated Wealth Management Incorporated
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPalm Springs, CA 92262

Trademark Events


Event DateEvent Description
Monday, November 9, 2015ABANDONMENT NOTICE MAILED - EXPRESS ABANDONMENT
Monday, November 9, 2015ABANDONMENT - EXPRESS MAILED
Friday, November 6, 2015TEAS EXPRESS ABANDONMENT RECEIVED
Wednesday, September 9, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 9, 2015NON-FINAL ACTION E-MAILED
Wednesday, September 9, 2015NON-FINAL ACTION WRITTEN
Tuesday, September 8, 2015ASSIGNED TO EXAMINER
Thursday, June 4, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, June 3, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, May 30, 2015NEW APPLICATION ENTERED IN TRAM