MONEYADVICE@WORK Trademark
Trademark Overview
On Sunday, October 30, 2016, a trademark application was filed for MONEYADVICE@WORK with the United States Patent and Trademark Office. The USPTO has given the MONEYADVICE@WORK trademark a serial number of 87220496. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, June 9, 2023. This trademark is owned by Francis Investment Counsel LLC. The MONEYADVICE@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 | 87220496 |
| Word Mark | MONEYADVICE@WORK |
| Filing Date | Sunday, October 30, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, June 9, 2023 |
| Registration Number | 5218013 |
| Registration Date | Tuesday, June 6, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 21, 2017 |
Trademark Statements
| Pseudo Mark | MONEY ADVICE AT WORK |
| Goods and Services | financial services, namely, retirement plan investment advising services |
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 | Thursday, November 3, 2016 |
| 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, July 5, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, June 9, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, June 9, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, June 9, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, December 7, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, June 6, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 6, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 21, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 21, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 1, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, February 9, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 7, 2017 | ASSIGNED TO EXAMINER |
| Friday, November 4, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Thursday, November 3, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 2, 2016 | NEW APPLICATION ENTERED |
