MONEY ADVICE @ WORK Trademark
Trademark Overview
On Thursday, March 5, 2015, a trademark application was filed for MONEY ADVICE @ WORK with the United States Patent and Trademark Office. The USPTO has given the MONEY ADVICE @ WORK trademark a serial number of 86554689. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, March 13, 2021. This trademark is owned by Francis Investment Counsel LLC. The MONEY ADVICE @ WORK trademark is filed in the Insurance & Financial Services category with the following description:
financial services, namely, retirement plan investment advising services
General Information
| Serial Number | 86554689 |
| Word Mark | MONEY ADVICE @ WORK |
| Filing Date | Thursday, March 5, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, March 13, 2021 |
| Registration Number | 4844632 |
| Registration Date | Tuesday, November 3, 2015 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 18, 2015 |
Trademark Statements
| Description of Mark | The mark consists of a smaller circle inside of a larger circle where both circles are blue and outlined with a white stripe and a gray stripe with the words "MONEY ADVICE WORK" written in white wrapped along the edges of the inner circle and the "@" symbol with an arrow as part of the ending flourish of the symbol written in white within the inner circle. The mark in its entirety appears on a transparent background. |
| Pseudo Mark | MONEY ADVICE AT WORK |
| Goods and Services | financial services, namely, retirement plan investment advising services |
| Indication of Colors claimed | The color(s) blue, gray, and white is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "MONEY ADVICE" |
Classification Information
| 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 | Wednesday, March 18, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 30, 2013 |
| First Use In Commerce Date | Saturday, November 30, 2013 |
Trademark Owner History
| Party Name | FRANCIS LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BROOKFIELD, WI 53045 |
| Party Name | Francis Investment Counsel LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Brookfield, WI 53045 |
| Party Name | Francis Investment Counsel LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Brookfield, WI 53045 |
| Party Name | Francis Investment Counsel LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Brookfield, WI 53045 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 18, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 10, 2015 | ASSIGNED TO EXAMINER |
| Monday, March 9, 2015 | NEW APPLICATION ENTERED |
| Thursday, March 19, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 17, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 17, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, June 17, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 17, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, July 7, 2015 | ASSIGNED TO LIE |
| Wednesday, July 29, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 18, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 18, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 3, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 3, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, June 17, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, July 4, 2015 | ASSIGNED TO LIE |
| Tuesday, July 7, 2015 | ASSIGNED TO LIE |
| Friday, July 10, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, December 5, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Sunday, November 3, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, July 5, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Saturday, March 13, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, March 13, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, March 13, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
