| Serial Number | 77362918 |
| Word Mark | PENCE WEALTH MANAGEMENT PLANNING FOR YOUR DREAMS |
| Filing Date | Wednesday, January 2, 2008 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, October 6, 2017 |
| Registration Number | 3491912 |
| Registration Date | Tuesday, August 26, 2008 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 10, 2008 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| Goods and Services | Brokerage in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial investment in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial valuation of personal property and real estate; Insurance brokerage; Insurance brokerage in the field of life, long term care; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Life insurance brokerage |
| 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, January 7, 2008 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 1, 2006 |
| First Use In Commerce Date | Friday, December 1, 2006 |
| Party Name | Pence Wealth Management Incorporated |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
| Party Name | Pence Wealth Management Incorporated |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
| Party Name | Pence Wealth Management Incorporated |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
| Event Date | Event Description |
| Friday, August 20, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, August 20, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, August 20, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, October 6, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, October 6, 2017 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, October 6, 2017 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, October 6, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, September 5, 2017 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, August 26, 2017 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, September 9, 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, September 9, 2014 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, September 9, 2014 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, August 22, 2014 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, November 7, 2013 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, November 7, 2013 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, November 30, 2012 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, November 30, 2012 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, November 13, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, November 13, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 26, 2008 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 10, 2008 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 21, 2008 | NOTICE OF PUBLICATION |
| Friday, May 2, 2008 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, May 2, 2008 | ASSIGNED TO LIE |
| Friday, May 2, 2008 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 2, 2008 | EXAMINER'S AMENDMENT ENTERED |
| Friday, May 2, 2008 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, May 2, 2008 | EXAMINERS AMENDMENT E-MAILED |
| Friday, May 2, 2008 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, April 9, 2008 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 9, 2008 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 9, 2008 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 9, 2008 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 9, 2008 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 9, 2008 | NON-FINAL ACTION WRITTEN |
| Monday, March 31, 2008 | ASSIGNED TO EXAMINER |
| Monday, January 7, 2008 | NEW APPLICATION ENTERED IN TRAM |