"MANAGING YOUR WEALTH FOR LIFE" Trademark

Trademark Overview

On Tuesday, September 14, 2010, a trademark application was filed for "MANAGING YOUR WEALTH FOR LIFE" with the United States Patent and Trademark Office. The USPTO has given the "MANAGING YOUR WEALTH FOR LIFE" trademark a serial number of 85129650. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, January 18, 2024. This trademark is owned by Summit Capital Advisors, Inc.. The "MANAGING YOUR WEALTH FOR LIFE" trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; 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 asset management
"managing your wealth for life"

General Information

Serial Number85129650
Word Mark"MANAGING YOUR WEALTH FOR LIFE"
Filing DateTuesday, September 14, 2010
Status800 - REGISTERED AND RENEWED
Status DateThursday, January 18, 2024
Registration Number4046676
Registration DateTuesday, October 25, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 8, 2011

Trademark Statements

Goods and ServicesFinancial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; 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 asset management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 13, 2023
Primary Code036
First Use Anywhere DateTuesday, April 5, 2011
First Use In Commerce DateTuesday, April 5, 2011

Trademark Owner History

Party NameCAPITAL ADVISORS WEALTH MANAGEMENT, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressYAKIMA, WA 98908
Party NameSummit Capital Advisors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressYakima, WA 98908
Party NameSummit Capital Advisors, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressYakima, WA 98901
Party NameSummit Capital Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressYakima, WA 98901

Trademark Events

Event DateEvent Description
Thursday, January 18, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, January 18, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, January 18, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, January 12, 2024TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Tuesday, January 9, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 9, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, January 9, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, September 20, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, August 8, 2023POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Tuesday, June 13, 2023REINSTATED
Monday, June 12, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 8, 2023PETITION TO DIRECTOR GRANTED
Wednesday, April 26, 2023TEAS RESPONSE TO PETITION INQUIRY LETTER
Wednesday, April 26, 2023PETITION INQUIRY LETTER ISSUED
Monday, April 24, 2023TEAS RESPONSE TO PETITION INQUIRY LETTER
Tuesday, March 28, 2023PETITION INQUIRY LETTER ISSUED
Thursday, March 23, 2023TEAS RESPONSE TO PETITION INQUIRY LETTER
Monday, February 27, 2023PETITION INQUIRY LETTER ISSUED
Friday, February 24, 2023ASSIGNED TO PETITION STAFF
Wednesday, July 13, 2022TEAS PETITION TO DIRECTOR RECEIVED
Wednesday, July 13, 2022NOTICE OF CANCELLATION SEC. 8 EMAILED
Tuesday, July 12, 2022CANCELLED SEC. 8 (10-YR)
Friday, January 7, 2022POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Friday, January 7, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, July 27, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, October 25, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, March 25, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, March 25, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Saturday, March 25, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, February 15, 2017TEAS SECTION 8 RECEIVED
Tuesday, October 25, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, October 25, 2011REGISTERED-PRINCIPAL REGISTER
Thursday, September 22, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, September 21, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Saturday, September 17, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, August 26, 2011STATEMENT OF USE PROCESSING COMPLETE
Tuesday, August 16, 2011USE AMENDMENT FILED
Friday, August 26, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 16, 2011TEAS STATEMENT OF USE RECEIVED
Tuesday, April 5, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 8, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 8, 2011PUBLISHED FOR OPPOSITION
Thursday, January 6, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, December 21, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 21, 2010ASSIGNED TO EXAMINER
Wednesday, October 20, 2010PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Wednesday, October 20, 2010ASSIGNED TO LIE
Monday, October 11, 2010TEAS VOLUNTARY AMENDMENT RECEIVED
Monday, September 20, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 17, 2010NEW APPLICATION ENTERED

Related Keywords

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