| Serial Number | 90109242 |
| Word Mark | KWB WEALTH |
| Filing Date | Wednesday, August 12, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 30, 2021 |
| Registration Number | 6307209 |
| Registration Date | Tuesday, March 30, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 12, 2021 |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 02/15/1996 |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/15/1996 |
| Indication of Colors claimed | The color(s) gold and green is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH" |
| Description of Mark | The mark consists of a stylized tree in gold with the bottom right of the tree extending underneath the letters "KWB WEALTH" in a stylized, uppercase green font and being adjacent and to the right of the tree. |
| Goods and Services | 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 |
| 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, September 15, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, February 15, 1996 |
| First Use In Commerce Date | Thursday, February 15, 1996 |
| Party Name | KWB Wealth |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Redlands, CA 92374 |
| Party Name | KWB Wealth |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Redlands, CA 92374 |
| Party Name | KWB Wealth |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Redlands, CA 92374 |
| Event Date | Event Description |
| Tuesday, March 30, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 12, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 12, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 23, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, December 7, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, December 7, 2020 | ASSIGNED TO EXAMINER |
| Wednesday, September 16, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, September 15, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, August 15, 2020 | NEW APPLICATION ENTERED IN TRAM |