MY FAMILY, MY WEALTH Trademark

Trademark Overview


On Friday, July 9, 2004, a trademark application was filed for MY FAMILY, MY WEALTH with the United States Patent and Trademark Office. The USPTO has given the MY FAMILY, MY WEALTH trademark a serial number of 78448149. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 7, 2013. This trademark is owned by My Family, My Wealth, Inc.. The MY FAMILY, MY WEALTH trademark is filed in the Insurance & Financial Services, Personal and Legal & Social Services categories with the following description:

Financial services, namely, providing a Virtual Family Office repository for documents and papers, family members and their advisors, and account aggregation; due diligence services, portfolio implementation services, and consolidated reporting services; investment, wealth management and planning services that provides oversight and counseling for client and family, namely, integration of estate, tax, trust, wealth transfer, charitable giving and philanthropy, and insurance planning; retirement planning services; financial planning and investment management services

Family coaching and counseling in the fields of personal wealth, family values, and family dynamics
my family, my wealth

General Information


Serial Number78448149
Word MarkMY FAMILY, MY WEALTH
Filing DateFriday, July 9, 2004
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 7, 2013
Registration Number3164588
Registration DateTuesday, October 31, 2006
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 15, 2006

Trademark Statements


Goods and ServicesFinancial services, namely, providing a Virtual Family Office repository for documents and papers, family members and their advisors, and account aggregation; due diligence services, portfolio implementation services, and consolidated reporting services; investment, wealth management and planning services that provides oversight and counseling for client and family, namely, integration of estate, tax, trust, wealth transfer, charitable giving and philanthropy, and insurance planning; retirement planning services; financial planning and investment management services
Goods and ServicesFamily coaching and counseling in the fields of personal wealth, family values, and family dynamics

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 7, 2013
Primary Code036
First Use Anywhere DateThursday, October 31, 2002
First Use In Commerce DateFriday, January 31, 2003

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 7, 2013
Primary Code045
First Use Anywhere DateThursday, October 31, 2002
First Use In Commerce DateFriday, January 31, 2003

Trademark Owner History


Party NameMy Family, My Wealth, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWilmington, DE 19707

Party NameMy Family, My Wealth, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWilmington, DE 19707

Party NameMy Family, My Wealth, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWilmington, DE 19707

Trademark Events


Event DateEvent Description
Friday, June 7, 2013CANCELLED SEC. 8 (6-YR)
Wednesday, June 6, 2007TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, October 31, 2006EXPARTE APPEAL TERMINATED
Tuesday, October 31, 2006REGISTERED-PRINCIPAL REGISTER
Tuesday, August 15, 2006PUBLISHED FOR OPPOSITION
Wednesday, July 26, 2006NOTICE OF PUBLICATION
Friday, June 23, 2006LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, June 16, 2006ASSIGNED TO LIE
Wednesday, June 14, 2006APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 14, 2006EXAMINER'S AMENDMENT ENTERED
Tuesday, June 13, 2006EXAMINERS AMENDMENT E-MAILED
Tuesday, June 13, 2006EXAMINERS AMENDMENT -WRITTEN
Saturday, April 8, 2006EX PARTE APPEAL-INSTITUTED
Saturday, April 8, 2006JURISDICTION RESTORED TO EXAMINING ATTORNEY
Thursday, April 6, 2006EXPARTE APPEAL RECEIVED AT TTAB
Friday, March 31, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 27, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 27, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 27, 2005FINAL REFUSAL E-MAILED
Tuesday, September 27, 2005FINAL REFUSAL WRITTEN
Thursday, August 18, 2005TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 11, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 11, 2005TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 1, 2005NON-FINAL ACTION E-MAILED
Tuesday, March 1, 2005NON-FINAL ACTION WRITTEN
Monday, February 14, 2005ASSIGNED TO EXAMINER
Thursday, July 15, 2004NEW APPLICATION ENTERED IN TRAM