KWB WEALTH Trademark

Trademark Overview


On Thursday, March 19, 2020, a trademark application was filed for KWB WEALTH with the United States Patent and Trademark Office. The USPTO has given the KWB WEALTH trademark a serial number of 88841039. The federal status of this trademark filing is REGISTERED as of Tuesday, May 11, 2021. This trademark is owned by KWB WEALTH. The KWB WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Strategic financial advisory services
kwb wealth

General Information


Serial Number88841039
Word MarkKWB WEALTH
Filing DateThursday, March 19, 2020
Status700 - REGISTERED
Status DateTuesday, May 11, 2021
Registration Number6349598
Registration DateTuesday, May 11, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 21, 2020

Trademark Statements


Disclaimer with Predetermined Text"WEALTH"
Goods and ServicesFinancial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Strategic financial advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 24, 2020
Primary Code036
First Use Anywhere DateThursday, February 15, 1996
First Use In Commerce DateThursday, February 15, 1996

Trademark Owner History


Party NameKWB WEALTH
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressRedlands, CA 92374

Party NameKWB WEALTH
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressRedlands, CA 92374

Party NameKWB WEALTH
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRedlands, CA 92374

Trademark Events


Event DateEvent Description
Tuesday, May 11, 2021REGISTERED-PRINCIPAL REGISTER
Tuesday, April 6, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, April 5, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, April 1, 2021STATEMENT OF USE PROCESSING COMPLETE
Monday, March 15, 2021USE AMENDMENT FILED
Wednesday, March 31, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, March 15, 2021TEAS STATEMENT OF USE RECEIVED
Tuesday, September 15, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 21, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 21, 2020PUBLISHED FOR OPPOSITION
Wednesday, July 1, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, June 15, 2020ASSIGNED TO LIE
Thursday, June 11, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 10, 2020ASSIGNED TO EXAMINER
Tuesday, March 24, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, March 23, 2020NEW APPLICATION ENTERED IN TRAM