INTEGRATED WEALTH SOLUTION Trademark

Trademark Overview

On Tuesday, September 21, 2004, a trademark application was filed for INTEGRATED WEALTH SOLUTION with the United States Patent and Trademark Office. The USPTO has given the INTEGRATED WEALTH SOLUTION trademark a serial number of 78487336. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Saturday, December 29, 2012. This trademark is owned by Mission Wealth Management, LLC. The INTEGRATED WEALTH SOLUTION trademark is filed in the Insurance & Financial Services category with the following description:

Wealth management services integrating financial planning, risk management and tax management
integrated wealth solution

General Information

Serial Number78487336
Word MarkINTEGRATED WEALTH SOLUTION
Filing DateTuesday, September 21, 2004
Status710 - CANCELLED - SECTION 8
Status DateSaturday, December 29, 2012
Registration Number3091410
Registration DateTuesday, May 9, 2006
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 1, 2005

Trademark Statements

Disclaimer with Predetermined Text"INTEGRATED WEALTH"
Goods and ServicesWealth management services integrating financial planning, risk management and tax management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateSaturday, December 29, 2012
Primary Code036
First Use Anywhere DateThursday, June 30, 2005
First Use In Commerce DateThursday, June 30, 2005

Trademark Owner History

Party NameMission Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSanta Barbara, CA 93101
Party NameMission Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSanta Barbara, CA 93101
Party NameMission Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSanta Barbara, CA 93101

Trademark Events

Event DateEvent Description
Saturday, December 29, 2012CANCELLED SEC. 8 (6-YR)
Wednesday, July 13, 2011POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Wednesday, July 13, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, June 1, 2011TEAS SECTION 8 & 15 RECEIVED
Saturday, September 11, 2010TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 9, 2006REGISTERED-PRINCIPAL REGISTER
Tuesday, March 28, 2006LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, March 17, 2006ASSIGNED TO LIE
Sunday, March 12, 2006ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, March 6, 2006STATEMENT OF USE PROCESSING COMPLETE
Thursday, February 16, 2006USE AMENDMENT FILED
Thursday, February 23, 2006TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 16, 2006TEAS STATEMENT OF USE RECEIVED
Tuesday, January 24, 2006NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 1, 2005PUBLISHED FOR OPPOSITION
Wednesday, October 12, 2005NOTICE OF PUBLICATION
Wednesday, September 7, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, September 2, 2005ASSIGNED TO LIE
Thursday, September 1, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 31, 2005AMENDMENT FROM APPLICANT ENTERED
Friday, August 26, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 26, 2005FAX RECEIVED
Friday, July 22, 2005CONTINUATION OF FINAL REFUSAL E-MAILED
Friday, July 22, 2005ACTION CONTINUING A FINAL - COMPLETED
Friday, July 1, 2005TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, June 24, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 24, 2005TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, May 27, 2005FINAL REFUSAL E-MAILED
Friday, May 27, 2005FINAL REFUSAL WRITTEN
Thursday, May 12, 2005TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 9, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 9, 2005TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, April 28, 2005NON-FINAL ACTION E-MAILED
Thursday, April 28, 2005NON-FINAL ACTION WRITTEN
Wednesday, April 20, 2005ASSIGNED TO EXAMINER
Wednesday, September 29, 2004NEW APPLICATION ENTERED IN TRAM

Related Keywords

solution wealth integrated management planning risk financial integrating services