MANAGED WEALTH FINANCIAL Trademark

Trademark Overview


On Friday, April 29, 2011, a trademark application was filed for MANAGED WEALTH FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the MANAGED WEALTH FINANCIAL trademark a serial number of 85308280. The federal status of this trademark filing is REGISTERED AND RENEWED as of Sunday, April 2, 2023. The MANAGED WEALTH FINANCIAL trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Education services, namely, providing courses of instruction in the fields of insurance, securities and financial investments

Financial consulting services in the fields of insurances, investment management, retirement planning, estate planning, securities and financial investments

Marketing of insurance, securities and financial investments for others
managed wealth financial

General Information


Serial Number85308280
Word MarkMANAGED WEALTH FINANCIAL
Filing DateFriday, April 29, 2011
Status800 - REGISTERED AND RENEWED
Status DateSunday, April 2, 2023
Registration Number4366139
Registration DateTuesday, July 9, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducation services, namely, providing courses of instruction in the fields of insurance, securities and financial investments
Goods and ServicesFinancial consulting services in the fields of insurances, investment management, retirement planning, estate planning, securities and financial investments
Goods and ServicesMarketing of insurance, securities and financial investments for others
Disclaimer with Predetermined Text"FINANCIAL"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 9, 2012
Primary Code035
First Use Anywhere DateSunday, October 31, 2010
First Use In Commerce DateSunday, October 31, 2010

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 4, 2011
Primary Code036
First Use Anywhere DateSunday, October 31, 2010
First Use In Commerce DateSunday, October 31, 2010

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, March 9, 2012
Primary Code041
First Use Anywhere DateSunday, October 31, 2010
First Use In Commerce DateSunday, October 31, 2010

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressSouth Jordan, UT 84095

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressSouth Jordan, UT 84095

Trademark Events


Event DateEvent Description
Sunday, April 2, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sunday, April 2, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sunday, April 2, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sunday, April 2, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, September 21, 2022TEAS SECTION 8 & 9 RECEIVED
Saturday, July 9, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, July 2, 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, July 2, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, June 28, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 24, 2018POST REGISTRATION ACTION MAILED - SEC. 8
Tuesday, October 23, 2018TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Tuesday, September 11, 2018POST REGISTRATION ACTION MAILED - SEC. 8
Friday, July 20, 2018REGISTERED - SEC. 8 (6-YR) FILED
Saturday, September 8, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, July 20, 2018PAPER RECEIVED
Monday, July 9, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, July 9, 2013REGISTERED-SUPPLEMENTAL REGISTER
Monday, June 3, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, May 24, 2013APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, May 10, 2013EXAMINER'S AMENDMENT ENTERED
Thursday, May 9, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, May 9, 2013EXAMINERS AMENDMENT E-MAILED
Thursday, May 9, 2013EXAMINERS AMENDMENT -WRITTEN
Thursday, April 18, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 17, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, April 17, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 17, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 18, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 18, 2012NON-FINAL ACTION E-MAILED
Thursday, October 18, 2012NON-FINAL ACTION WRITTEN
Thursday, October 18, 2012NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, October 17, 2012USE AMENDMENT ACCEPTED
Tuesday, October 16, 2012DATA MODIFICATION COMPLETED
Thursday, September 27, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 26, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 26, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 14, 2012AMENDMENT TO USE PROCESSING COMPLETE
Friday, September 14, 2012USE AMENDMENT FILED
Thursday, September 13, 2012TEAS AMENDMENT OF USE RECEIVED
Thursday, September 13, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, September 12, 2012DATA MODIFICATION COMPLETED
Thursday, March 29, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 29, 2012NON-FINAL ACTION E-MAILED
Thursday, March 29, 2012NON-FINAL ACTION WRITTEN
Friday, March 9, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 9, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 28, 2012ASSIGNED TO LIE
Friday, February 10, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, February 10, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, August 11, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, August 11, 2011NON-FINAL ACTION E-MAILED
Thursday, August 11, 2011NON-FINAL ACTION WRITTEN
Thursday, August 11, 2011ASSIGNED TO EXAMINER
Wednesday, May 4, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 3, 2011NEW APPLICATION ENTERED