MARINER FINANCIAL WELLNESS Trademark

Trademark Overview


On Tuesday, September 12, 2023, a trademark application was filed for MARINER FINANCIAL WELLNESS with the United States Patent and Trademark Office. The USPTO has given the MARINER FINANCIAL WELLNESS trademark a serial number of 98176696. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, October 15, 2024. This trademark is owned by Mariner Wealth Advisors, LLC. The MARINER FINANCIAL WELLNESS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

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

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

Business consulting and advisory 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
mariner financial wellness

General Information


Serial Number98176696
Word MarkMARINER FINANCIAL WELLNESS
Filing DateTuesday, September 12, 2023
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, October 15, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 15, 2024

Trademark Statements


Goods and ServicesEducational 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 ServicesFinancial 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 ServicesBusiness consulting and advisory services
NOT AVAILABLE"FINANCIAL WELLNESS"
Goods and ServicesProviding 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

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 2, 2023
Primary Code035
First Use Anywhere DateWednesday, May 31, 2023
First Use In Commerce DateWednesday, May 31, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 2, 2023
Primary Code036
First Use Anywhere DateWednesday, May 31, 2023
First Use In Commerce DateWednesday, May 31, 2023

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, October 2, 2023
Primary Code041
First Use Anywhere DateWednesday, May 31, 2023
First Use In Commerce DateWednesday, May 31, 2023

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, October 2, 2023
Primary Code042
First Use Anywhere DateWednesday, May 31, 2023
First Use In Commerce DateWednesday, May 31, 2023

Trademark Owner History


Party NameMariner Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Party NameMariner Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Trademark Events


Event DateEvent Description
Friday, September 15, 2023NEW APPLICATION ENTERED
Monday, October 2, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 7, 2024ASSIGNED TO EXAMINER
Thursday, May 16, 2024EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Thursday, May 16, 2024EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, May 16, 2024NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, June 25, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, June 25, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 25, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 16, 2024COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Monday, July 1, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 16, 2024WITHDRAWN FROM PUB - OG REVIEW QUERY
Tuesday, July 23, 2024PREVIOUS ALLOWANCE COUNT WITHDRAWN
Monday, July 29, 2024NON-FINAL ACTION E-MAILED
Monday, July 29, 2024NON-FINAL ACTION WRITTEN
Monday, July 29, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, August 6, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 6, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 6, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, August 27, 2024EXAMINERS AMENDMENT -WRITTEN
Tuesday, August 27, 2024EXAMINER'S AMENDMENT ENTERED
Tuesday, August 27, 2024EXAMINERS AMENDMENT E-MAILED
Tuesday, August 27, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, August 29, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 25, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 15, 2024PUBLISHED FOR OPPOSITION
Tuesday, October 15, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED