MORE PRINCIPLED WEALTH MANAGEMENT Trademark

Trademark Overview


On Monday, April 21, 2008, a trademark application was filed for MORE PRINCIPLED WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the MORE PRINCIPLED WEALTH MANAGEMENT trademark a serial number of 77453660. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, May 15, 2019. This trademark is owned by Wealth Advisor Group, LLC. The MORE PRINCIPLED WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning consultation; Investment advice; Investment advisory services
more principled wealth management

General Information


Serial Number77453660
Word MarkMORE PRINCIPLED WEALTH MANAGEMENT
Filing DateMonday, April 21, 2008
Status800 - REGISTERED AND RENEWED
Status DateWednesday, May 15, 2019
Registration Number3610093
Registration DateTuesday, April 21, 2009
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 23, 2008

Trademark Statements


Goods and ServicesFinancial planning; Financial planning consultation; Investment advice; Investment advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 24, 2008
Primary Code036
First Use Anywhere DateSunday, June 1, 2008
First Use In Commerce DateSunday, June 1, 2008

Trademark Owner History


Party NameFORVIS TRADEMARKS, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSPRINGFIELD, MO 65806

Party NameDIXON HUGHES GOODMAN WEALTH ADVISORS LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressASHEVILLE, NC 28806

Party NameDIXON HUGHES WEALTH ADVISORS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressASHEVILLE, NC 28806

Party NameWealth Advisor Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAsheville, NC 28806

Party NameWealth Advisor Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressAsheville, NC 28806

Party NameWealth Advisor Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAsheville, NC 28806

Trademark Events


Event DateEvent Description
Saturday, August 16, 2008ASSIGNED TO LIE
Thursday, April 24, 2008NEW APPLICATION ENTERED
Monday, August 4, 2008ASSIGNED TO EXAMINER
Monday, August 11, 2008APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 16, 2008NOA MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, March 18, 2009LAW OFFICE REGISTRATION REVIEW COMPLETED
Saturday, August 16, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 3, 2008NOTICE OF PUBLICATION
Tuesday, September 23, 2008PUBLISHED FOR OPPOSITION
Friday, February 27, 2009TEAS STATEMENT OF USE RECEIVED
Friday, February 27, 2009USE AMENDMENT FILED
Wednesday, March 18, 2009STATEMENT OF USE PROCESSING COMPLETE
Wednesday, March 18, 2009CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, March 18, 2009ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, April 21, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, April 10, 2019TEAS SECTION 8 & 9 RECEIVED
Tuesday, April 21, 2009REGISTERED-PRINCIPAL REGISTER
Wednesday, December 1, 2010AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, April 13, 2011AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, May 15, 2014TEAS SECTION 8 & 15 RECEIVED
Thursday, May 15, 2014REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Tuesday, June 3, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, June 3, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 3, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, May 1, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, May 15, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, May 15, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, May 15, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, May 15, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED