IWM Trademark
Trademark Overview
On Monday, January 28, 2002, a trademark application was filed for IWM with the United States Patent and Trademark Office. The USPTO has given the IWM trademark a serial number of 78105296. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Saturday, November 28, 2009. This trademark is owned by Integrated Wealth Management, LLC. The IWM trademark is filed in the Insurance & Financial Services category with the following description:
Financial analysis and consultation for individuals and businesses in the fields of retirement, financial planning, estate planning, employee benefits, executive benefits, insurance, money management, and annuity and mutual fund investments; stock option planning; tax planning; and equity investment brokerage services
General Information
| Serial Number | 78105296 |
| Word Mark | IWM |
| Filing Date | Monday, January 28, 2002 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Saturday, November 28, 2009 |
| Registration Number | 2710186 |
| Registration Date | Tuesday, April 22, 2003 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 6, 2002 |
Trademark Statements
| Goods and Services | Financial analysis and consultation for individuals and businesses in the fields of retirement, financial planning, estate planning, employee benefits, executive benefits, insurance, money management, and annuity and mutual fund investments; stock option planning; tax planning; and equity investment brokerage services |
| Pseudo Mark | INTEGRATED WEALTH MANAGEMENT |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Saturday, November 28, 2009 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 31, 2002 |
| First Use In Commerce Date | Thursday, January 31, 2002 |
Trademark Owner History
| Party Name | Integrated Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Phoenix, AZ 85016 |
| Party Name | Integrated Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Phoenix, AZ 85016 |
| Party Name | Integrated Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Phoenix, AZ 85016 |
Trademark Events
| Event Date | Event Description |
| Saturday, November 28, 2009 | CANCELLED SEC. 8 (6-YR) |
| Monday, March 24, 2008 | CASE FILE IN TICRS |
| Tuesday, April 22, 2003 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, February 13, 2003 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, February 10, 2003 | ASSIGNED TO EXAMINER |
| Thursday, February 6, 2003 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, December 16, 2002 | USE AMENDMENT FILED |
| Monday, December 16, 2002 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 29, 2002 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 6, 2002 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 17, 2002 | NOTICE OF PUBLICATION |
| Monday, May 6, 2002 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 2, 2002 | ASSIGNED TO EXAMINER |
