| Serial Number | 98176696 |
| Word Mark | MARINER FINANCIAL WELLNESS |
| Filing Date | Tuesday, September 12, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 17, 2024 |
| Registration Number | 7605044 |
| Registration Date | Tuesday, December 17, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 15, 2024 |
| Goods and Services | Educational services, namely, providing online non-downloadable articles, online non-downloadable study guides, worksheets, booklets, and one-on-one online non-downloadable video instruction in the field of personal finance; Educational services, namely, providing online non-downloadable articles, online non-downloadable study guides, worksheets, booklets, and one-on-one online non-downloadable video instruction in the field of financial wellness |
| Goods and Services | Financial consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, financial asset management, and investment advisory services; Financial planning and management; Financial investment and retirement plan services and consulting |
| Goods and Services | Business consulting and advisory services |
| NOT AVAILABLE | "FINANCIAL WELLNESS" |
| Goods and Services | Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; Providing temporary use of online, non-downloadable software for financial goal setting and tracking, budgeting, money management, recording and tracking financial transactions; Providing temporary use of online, non-downloadable software for providing education content in the field of financial wellness |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, October 2, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, May 31, 2023 |
| First Use In Commerce Date | Wednesday, May 31, 2023 |
| 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 | Monday, October 2, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 31, 2023 |
| First Use In Commerce Date | Wednesday, May 31, 2023 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, October 2, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, May 31, 2023 |
| First Use In Commerce Date | Wednesday, May 31, 2023 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, October 2, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, May 31, 2023 |
| First Use In Commerce Date | Wednesday, May 31, 2023 |
| Party Name | Mariner Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
| Party Name | Mariner Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
| Party Name | Mariner Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
| Event Date | Event Description |
| Friday, September 15, 2023 | NEW APPLICATION ENTERED |
| Monday, October 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 7, 2024 | ASSIGNED TO EXAMINER |
| Thursday, May 16, 2024 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Thursday, May 16, 2024 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Thursday, May 16, 2024 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Thursday, May 16, 2024 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Tuesday, June 25, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 1, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 25, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 25, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 16, 2024 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Tuesday, July 23, 2024 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Monday, July 29, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, July 29, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, July 29, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 6, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 6, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 27, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, August 27, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 27, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 6, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 27, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 29, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 25, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 15, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 15, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 17, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 17, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |