IRC WEALTH YOUR PERSONAL CFO :: MAKING IT SIMPLE Trademark

Trademark Overview

On Tuesday, November 11, 2014, a trademark application was filed for IRC WEALTH YOUR PERSONAL CFO :: MAKING IT SIMPLE with the United States Patent and Trademark Office. The USPTO has given the IRC WEALTH YOUR PERSONAL CFO :: MAKING IT SIMPLE trademark a serial number of 86450950. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, June 23, 2025. The IRC WEALTH YOUR PERSONAL CFO :: MAKING IT SIMPLE trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice, namely, budget planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence
irc wealth your personal cfo :: making it simple

General Information

Serial Number86450950
Word MarkIRC WEALTH YOUR PERSONAL CFO :: MAKING IT SIMPLE
Filing DateTuesday, November 11, 2014
Status800 - REGISTERED AND RENEWED
Status DateMonday, June 23, 2025
Registration Number4879692
Registration DateTuesday, January 5, 2016
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 20, 2015

Trademark Statements

Description of MarkThe mark consists of the letters "IRC" with a star centered within the "C" followed by the word "WEALTH" with the phrase "your personal cfo" followed by 4 dots forming a square followed by the phrase "making it simple".
Goods and ServicesFinancial advice, namely, budget planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"WEALTH"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 19, 2014
Primary Code036
First Use Anywhere DateTuesday, October 2, 2012
First Use In Commerce DateTuesday, October 2, 2012

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressAtlanta, GA 30305
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressAtlanta, GA 30305
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressAtlanta, GA 30305

Trademark Events

Event DateEvent Description
Friday, November 14, 2014NEW APPLICATION ENTERED
Thursday, November 20, 2014NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, March 6, 2015NON-FINAL ACTION E-MAILED
Friday, March 6, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, August 11, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 19, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 3, 2015ASSIGNED TO EXAMINER
Friday, March 6, 2015NON-FINAL ACTION WRITTEN
Monday, August 10, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 10, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 2, 2015DATA MODIFICATION COMPLETED
Friday, September 4, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 30, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 20, 2015PUBLISHED FOR OPPOSITION
Tuesday, October 20, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Saturday, November 6, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Saturday, November 6, 2021WITHDRAWAL OF ATTORNEY GRANTED
Thursday, June 16, 2022TEAS SECTION 8 & 15 RECEIVED
Tuesday, September 1, 2015ASSIGNED TO LIE
Friday, September 11, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, January 5, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, January 5, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, December 30, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, January 17, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, January 17, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, June 23, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 23, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, June 23, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sunday, January 5, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, January 15, 2025TEAS SECTION 8 & 9 RECEIVED
Monday, June 23, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

simple making personal your wealth financial planning namely strategies achieve independence personalized consultation advice budget