INVESTMENTS INCOME TAXES LEGACY/ESTATE HEALTHCARE Trademark
Trademark Overview
On Tuesday, May 17, 2022, a trademark application was filed for INVESTMENTS INCOME TAXES LEGACY/ESTATE HEALTHCARE with the United States Patent and Trademark Office. The USPTO has given the INVESTMENTS INCOME TAXES LEGACY/ESTATE HEALTHCARE trademark a serial number of 97414334. The federal status of this trademark filing is REGISTERED as of Tuesday, July 4, 2023. This trademark is owned by Chris Bulman, Inc.. The INVESTMENTS INCOME TAXES LEGACY/ESTATE HEALTHCARE trademark is filed in the Insurance & Financial Services category with the following description:
Advice on finance during retirement; Financial consulting services, namely, expert analysis in finance; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and research in the field of finance and financial investments; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
General Information
| Serial Number | 97414334 |
| Word Mark | INVESTMENTS INCOME TAXES LEGACY/ESTATE HEALTHCARE |
| Filing Date | Tuesday, May 17, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 4, 2023 |
| Registration Number | 7097870 |
| Registration Date | Tuesday, July 4, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 18, 2023 |
Trademark Statements
| Description of Mark | The mark consists of a blue stylized five prong compass image with a stylized blue and white sketched mountain scape inside the center compass circle surrounded by five red exterior arched lines each with a directional line connected in the middle located within each of the five blue compass prongs. Each of the five red directional lines are pointing towards the black word "INCOME", the black word "TAXES", the black words "LEGACY/ESTATE", the black word "HEALTHCARE", and the black word "INVESTMENTS". The foregoing compass design and wording appears within a circle shaded in grey gradient. |
| Goods and Services | Advice on finance during retirement; Financial consulting services, namely, expert analysis in finance; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and research in the field of finance and financial investments; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations |
| Indication of Colors claimed | The color(s) grey, blue, red, white, and black is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INVESTMENTS", "INCOME", "TAXES", "LEGACY/ESTATE", AND "HEALTHCARE" |
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, May 24, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 1, 2021 |
| First Use In Commerce Date | Monday, November 1, 2021 |
Trademark Owner History
| Party Name | Chris Bulman, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Roseville, CA 95661 |
| Party Name | Chris Bulman, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Roseville, CA 95661 |
| Party Name | Chris Bulman, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Roseville, CA 95661 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 4, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 4, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 18, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 18, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 29, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, March 10, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 7, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, March 7, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 7, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 7, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, March 6, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, May 25, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, May 24, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 20, 2022 | NEW APPLICATION ENTERED |
