PERSONAL WEALTH OPERATING SYSTEM Trademark
Trademark Overview
On Monday, May 13, 2024, a trademark application was filed for PERSONAL WEALTH OPERATING SYSTEM with the United States Patent and Trademark Office. The USPTO has given the PERSONAL WEALTH OPERATING SYSTEM trademark a serial number of 98548221. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, March 4, 2025. This trademark is owned by Destiny Capital Corporation. The PERSONAL WEALTH OPERATING SYSTEM trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; financial planning and investment advisory services; fiscal assessment and evaluation services; investment management; investment advisory services; investment risk assessment services; financial services, namely, wealth management services; financial risk management consultation; financial valuation services; providing information in the field of wealth management; providing information and research in the field of finance and financial investments; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information regarding financial investment strategies; financial advice relating to tax; financial advice relating to business exits
General Information
| Serial Number | 98548221 |
| Word Mark | PERSONAL WEALTH OPERATING SYSTEM |
| Filing Date | Monday, May 13, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, March 4, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 4, 2025 |
Trademark Statements
| Goods and Services | Financial planning; financial planning and investment advisory services; fiscal assessment and evaluation services; investment management; investment advisory services; investment risk assessment services; financial services, namely, wealth management services; financial risk management consultation; financial valuation services; providing information in the field of wealth management; providing information and research in the field of finance and financial investments; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information regarding financial investment strategies; financial advice relating to tax; financial advice relating to business exits |
| NOT AVAILABLE | "PERSONAL WEALTH" |
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 | Monday, May 13, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 30, 2023 |
| First Use In Commerce Date | Thursday, November 30, 2023 |
Trademark Owner History
| Party Name | Destiny Capital Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Denver, CO 80209 |
| Party Name | Destiny Capital Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Denver, CO 80209 |
Trademark Events
| Event Date | Event Description |
| Monday, May 13, 2024 | NEW APPLICATION ENTERED |
| Monday, May 13, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 21, 2024 | ASSIGNED TO EXAMINER |
| Monday, February 10, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, February 10, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, February 10, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, February 10, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, February 10, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, February 26, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 4, 2025 | PUBLISHED FOR OPPOSITION |
