KAIZEN WEALTH MANAGEMENT GROUP Trademark

Trademark Overview


On Tuesday, April 5, 2022, a trademark application was filed for KAIZEN WEALTH MANAGEMENT GROUP with the United States Patent and Trademark Office. The USPTO has given the KAIZEN WEALTH MANAGEMENT GROUP trademark a serial number of 97347288. The federal status of this trademark filing is REGISTERED as of Tuesday, April 2, 2024. The KAIZEN WEALTH MANAGEMENT GROUP trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services; providing financial services, namely, information, analysis, and planning relating to investments, asset management, cash management, investment advising and management; financial advisory and consultancy services, namely, providing market information and administering transactions relating to stocks, bonds, mutual funds, and other securities; financial and investment services, namely, providing 401(k), profit sharing, SIMPLE IRAs, SEP-IRAs, and defined benefit plans, and private investment advising and information relating to alternative strategies; funds investment; mutual funds investment; stock exchange quotations; financial services, namely, brokerage services in the field of securities, stocks, bonds, and mutual funds; financial portfolio analysis services; management, namely, investment and deposit portfolio account management; financial consultation services
kaizen wealth management group

General Information


Serial Number97347288
Word MarkKAIZEN WEALTH MANAGEMENT GROUP
Filing DateTuesday, April 5, 2022
Status700 - REGISTERED
Status DateTuesday, April 2, 2024
Registration Number7347899
Registration DateTuesday, April 2, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 7, 2023

Trademark Statements


Goods and ServicesFinancial services, namely, wealth management services; providing financial services, namely, information, analysis, and planning relating to investments, asset management, cash management, investment advising and management; financial advisory and consultancy services, namely, providing market information and administering transactions relating to stocks, bonds, mutual funds, and other securities; financial and investment services, namely, providing 401(k), profit sharing, SIMPLE IRAs, SEP-IRAs, and defined benefit plans, and private investment advising and information relating to alternative strategies; funds investment; mutual funds investment; stock exchange quotations; financial services, namely, brokerage services in the field of securities, stocks, bonds, and mutual funds; financial portfolio analysis services; management, namely, investment and deposit portfolio account management; financial consultation services
NOT AVAILABLE"WEALTH MANAGEMENT GROUP"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 11, 2022
Primary Code036
First Use Anywhere DateMonday, June 26, 2023
First Use In Commerce DateMonday, June 26, 2023

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressEl Segundo, CA 90245

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressEl Segundo, CA 90245

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressEl Segundo, CA 90245

Trademark Events


Event DateEvent Description
Friday, April 8, 2022NEW APPLICATION ENTERED
Monday, April 11, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, January 23, 2023ASSIGNED TO EXAMINER
Friday, January 27, 2023EXAMINERS AMENDMENT -WRITTEN
Friday, January 27, 2023EXAMINERS AMENDMENT E-MAILED
Friday, January 27, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, January 27, 2023EXAMINER'S AMENDMENT ENTERED
Friday, January 27, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 15, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 7, 2023PUBLISHED FOR OPPOSITION
Tuesday, March 7, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 2, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, October 26, 2023USE AMENDMENT FILED
Wednesday, November 8, 2023STATEMENT OF USE PROCESSING COMPLETE
Wednesday, February 28, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, October 26, 2023TEAS STATEMENT OF USE RECEIVED
Wednesday, November 8, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, February 29, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, April 2, 2024REGISTERED-PRINCIPAL REGISTER
Monday, July 29, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, July 29, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, July 29, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 29, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 2, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED