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 PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, February 12, 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, February 12, 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 | 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 | EXAMINER'S AMENDMENT ENTERED |
| Monday, February 10, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, February 10, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, February 10, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, February 10, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
