| Serial Number | 97195384 |
| Word Mark | MODERN WEALTH COLLECTIVE |
| Filing Date | Wednesday, December 29, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 16, 2023 |
| Registration Number | 7057077 |
| Registration Date | Tuesday, May 16, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 13, 2022 |
| Goods and Services | 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 |
| Goods and Services | 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 |
| Disclaimer with Predetermined Text | "WEALTH COLLECTIVE" |
| 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, November 7, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 30, 2021 |
| First Use In Commerce Date | Tuesday, November 30, 2021 |
| 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 | Wednesday, January 5, 2022 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, November 30, 2021 |
| First Use In Commerce Date | Tuesday, November 30, 2021 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | San Diego, CA 92121 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | San Diego, CA 92121 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | San Diego, CA 92121 |
| Event Date | Event Description |
| Tuesday, May 16, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 16, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, April 8, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, April 7, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, March 7, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, February 20, 2023 | USE AMENDMENT FILED |
| Tuesday, March 7, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, February 20, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, February 7, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 13, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 13, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 23, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 8, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 7, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, November 6, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, November 6, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, October 10, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, October 10, 2022 | NON-FINAL ACTION E-MAILED |
| Monday, October 10, 2022 | NON-FINAL ACTION WRITTEN |
| Friday, September 30, 2022 | ASSIGNED TO EXAMINER |
| Friday, May 20, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, May 20, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, May 20, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, January 5, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, January 1, 2022 | NEW APPLICATION ENTERED |