INTENTIONAL WEALTH ADVISORS Trademark

Trademark Overview

On Tuesday, December 7, 2010, a trademark application was filed for INTENTIONAL WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the INTENTIONAL WEALTH ADVISORS trademark a serial number of 85191927. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, December 30, 2020. This trademark is owned by Veritas Investment Management, LLC. The INTENTIONAL WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial management and planning services, namely, investment, portfolio and asset management services, and financial and estate and retirement planning services
intentional wealth advisors

General Information

Serial Number85191927
Word MarkINTENTIONAL WEALTH ADVISORS
Filing DateTuesday, December 7, 2010
Status800 - REGISTERED AND RENEWED
Status DateWednesday, December 30, 2020
Registration Number4032771
Registration DateTuesday, September 27, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 31, 2011

Trademark Statements

Disclaimer with Predetermined Text"WEALTH ADVISORS"
Goods and ServicesFinancial management and planning services, namely, investment, portfolio and asset management services, and financial and estate and retirement planning services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, December 10, 2010
Primary Code036
First Use Anywhere DateSunday, March 20, 2011
First Use In Commerce DateSunday, March 20, 2011

Trademark Owner History

Party NameVeritas Investment Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressTraverse City, MI 49684
Party NameVeritas Investment Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressTraverse City, MI 49684
Party NameVeritas Investment Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTraverse City, MI 49684

Trademark Events

Event DateEvent Description
Wednesday, December 30, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, December 30, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, December 30, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, December 29, 2020TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, December 9, 2020POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Tuesday, December 8, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 29, 2020TEAS SECTION 8 & 9 RECEIVED
Sunday, September 27, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, January 11, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, January 11, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, January 11, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, November 3, 2016TEAS SECTION 8 & 15 RECEIVED
Tuesday, September 27, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, August 23, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Saturday, August 20, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, August 19, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, August 18, 2011STATEMENT OF USE PROCESSING COMPLETE
Tuesday, August 2, 2011USE AMENDMENT FILED
Thursday, August 18, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 2, 2011TEAS STATEMENT OF USE RECEIVED
Tuesday, July 26, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 31, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 31, 2011PUBLISHED FOR OPPOSITION
Wednesday, April 27, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, April 25, 2011ASSIGNED TO LIE
Monday, April 11, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 21, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 21, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 21, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 17, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 17, 2011NON-FINAL ACTION E-MAILED
Thursday, March 17, 2011NON-FINAL ACTION WRITTEN
Friday, March 11, 2011ASSIGNED TO EXAMINER
Friday, December 10, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, December 10, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

advisors wealth intentional services financial management planning estate asset retirement namely investment portfolio