MODERN WEALTH COLLECTIVE Trademark

Trademark Overview


On Wednesday, December 29, 2021, a trademark application was filed for MODERN WEALTH COLLECTIVE with the United States Patent and Trademark Office. The USPTO has given the MODERN WEALTH COLLECTIVE trademark a serial number of 97195384. The federal status of this trademark filing is REGISTERED as of Tuesday, May 16, 2023. The MODERN WEALTH COLLECTIVE trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Education services, namely, mentoring in the field of financial management and investment management; Education services, namely, providing live and on-line workshops and seminars in the field of financial management, retirement planning and investment management; Educational services, namely, conducting workshops and seminars for adults in the field of financial management, retirement planning and investment management; Providing a website featuring non-downloadable videos in the field of financial planning

Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, retirement planning, estate and legacy planning and cash flow management; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
modern wealth collective

General Information


Serial Number97195384
Word MarkMODERN WEALTH COLLECTIVE
Filing DateWednesday, December 29, 2021
Status700 - REGISTERED
Status DateTuesday, May 16, 2023
Registration Number7057077
Registration DateTuesday, May 16, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 13, 2022

Trademark Statements


Goods and ServicesEducation services, namely, mentoring in the field of financial management and investment management; Education services, namely, providing live and on-line workshops and seminars in the field of financial management, retirement planning and investment management; Educational services, namely, conducting workshops and seminars for adults in the field of financial management, retirement planning and investment management; Providing a website featuring non-downloadable videos in the field of financial planning
Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, retirement planning, estate and legacy planning and cash flow management; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Disclaimer with Predetermined Text"WEALTH COLLECTIVE"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 7, 2022
Primary Code036
First Use Anywhere DateTuesday, November 30, 2021
First Use In Commerce DateTuesday, November 30, 2021

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, January 5, 2022
Primary Code041
First Use Anywhere DateTuesday, November 30, 2021
First Use In Commerce DateTuesday, November 30, 2021

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressSan Diego, CA 92121

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressSan Diego, CA 92121

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressSan Diego, CA 92121

Trademark Events


Event DateEvent Description
Tuesday, May 16, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, May 16, 2023REGISTERED-PRINCIPAL REGISTER
Saturday, April 8, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, April 7, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, March 7, 2023STATEMENT OF USE PROCESSING COMPLETE
Monday, February 20, 2023USE AMENDMENT FILED
Tuesday, March 7, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, February 20, 2023TEAS STATEMENT OF USE RECEIVED
Tuesday, February 7, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 13, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 13, 2022PUBLISHED FOR OPPOSITION
Wednesday, November 23, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 8, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, November 7, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, November 6, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, November 6, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 10, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 10, 2022NON-FINAL ACTION E-MAILED
Monday, October 10, 2022NON-FINAL ACTION WRITTEN
Friday, September 30, 2022ASSIGNED TO EXAMINER
Friday, May 20, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, May 20, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, May 20, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, January 5, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, January 1, 2022NEW APPLICATION ENTERED