PERPETUAL WEALTH STRATEGY Trademark

Trademark Overview


On Wednesday, March 2, 2016, a trademark application was filed for PERPETUAL WEALTH STRATEGY with the United States Patent and Trademark Office. The USPTO has given the PERPETUAL WEALTH STRATEGY trademark a serial number of 86926792. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, February 9, 2024. This trademark is owned by IE BUSINESS SKY, LLC. The PERPETUAL WEALTH STRATEGY trademark is filed in the Insurance & Financial Services category with the following description:

Brokerage in the field of insurance; consulting and information concerning insurance; financial consultancy and insurance consultancy; financial evaluation for insurance purposes; insurance agency in the field of life insurance; life insurance agency; insurance brokerage services; life insurance agency; insurance brokerage services; life insurance consultation services; insurance consultation in the field of life insurance; insurance information and consultancy; insurance underwriting in the field of life insurance; life insurance underwriting; life insurance brokerage; providing information in insurance matters
perpetual wealth strategy

General Information


Serial Number86926792
Word MarkPERPETUAL WEALTH STRATEGY
Filing DateWednesday, March 2, 2016
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, February 9, 2024
Registration Number5337894
Registration DateTuesday, November 21, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 5, 2017

Trademark Statements


Goods and ServicesBrokerage in the field of insurance; consulting and information concerning insurance; financial consultancy and insurance consultancy; financial evaluation for insurance purposes; insurance agency in the field of life insurance; life insurance agency; insurance brokerage services; life insurance agency; insurance brokerage services; life insurance consultation services; insurance consultation in the field of life insurance; insurance information and consultancy; insurance underwriting in the field of life insurance; life insurance underwriting; life insurance brokerage; providing information in insurance matters
Disclaimer with Predetermined Text"WEALTH STRATEGY"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 23, 2016
Primary Code036
First Use Anywhere DateSunday, November 15, 2015
First Use In Commerce DateSunday, November 15, 2015

Trademark Owner History


Party NameIE BUSINESS SKY, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSALT LAKE CITY, UT 84101

Party NameIE BUSINESS SKY, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSalt Lake City, UT 84105

Party NameIE BUSINESS SKY, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSalt Lake City, UT 84105

Trademark Events


Event DateEvent Description
Friday, February 9, 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, February 9, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, February 9, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, December 11, 2023TEAS SECTION 8 RECEIVED
Sunday, July 9, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Sunday, July 9, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, July 9, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, July 9, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sunday, July 9, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, July 9, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, November 21, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 21, 2017REGISTERED-PRINCIPAL REGISTER
Tuesday, September 5, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 5, 2017PUBLISHED FOR OPPOSITION
Wednesday, August 16, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, August 3, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, August 3, 2017DATA MODIFICATION COMPLETED
Thursday, August 3, 2017EXAMINER'S AMENDMENT ENTERED
Thursday, August 3, 2017ASSIGNED TO LIE
Thursday, August 3, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, August 3, 2017EXAMINERS AMENDMENT E-MAILED
Thursday, August 3, 2017EXAMINERS AMENDMENT -WRITTEN
Thursday, January 5, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, January 5, 2017NON-FINAL ACTION E-MAILED
Thursday, January 5, 2017NON-FINAL ACTION WRITTEN
Wednesday, November 23, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 23, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 23, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 16, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 16, 2016NON-FINAL ACTION E-MAILED
Thursday, June 16, 2016NON-FINAL ACTION WRITTEN
Tuesday, June 14, 2016ASSIGNED TO EXAMINER
Monday, March 7, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, March 5, 2016NEW APPLICATION ENTERED