PRECISION WEALTH FINANCIAL & INSURANCE SERVICES INC Trademark
Trademark Overview
On Monday, March 28, 2022, a trademark application was filed for PRECISION WEALTH FINANCIAL & INSURANCE SERVICES INC with the United States Patent and Trademark Office. The USPTO has given the PRECISION WEALTH FINANCIAL & INSURANCE SERVICES INC trademark a serial number of 97334566. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, March 31, 2022. This trademark is owned by Precision Wealth Financial & Insurance Services, Inc.. The PRECISION WEALTH FINANCIAL & INSURANCE SERVICES INC trademark is filed in the Insurance & Financial Services category with the following description:
Assessment and management of real estate; Development of insurance policies for others; Financial advice, namely, budget planning; Financial management in the field of Client Specific financial Spending plan; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance; Insurance administration; Insurance risk management; Real estate investment consultancy; Real estate management; Administration of Individuals, Businesses plans concerning insurance and finance
General Information
| Serial Number | 97334566 |
| Word Mark | PRECISION WEALTH FINANCIAL & INSURANCE SERVICES INC |
| Filing Date | Monday, March 28, 2022 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, March 31, 2022 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of Text Precision Wealth written in stylized font with a round symbol resembling a Target placed in middle of the both words. |
| Pseudo Mark | PRECISION WEALTH FINANCIAL AND INSURANCE SERVICES INC |
| Goods and Services | Assessment and management of real estate; Development of insurance policies for others; Financial advice, namely, budget planning; Financial management in the field of Client Specific financial Spending plan; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance; Insurance administration; Insurance risk management; Real estate investment consultancy; Real estate management; Administration of Individuals, Businesses plans concerning insurance and finance |
| Indication of Colors claimed | The color(s) scooter, pacific blue, arapawa, torea bay is/are claimed as a feature of the mark. |
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 | Friday, April 1, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 30, 2001 |
| First Use In Commerce Date | Tuesday, October 30, 2001 |
Trademark Owner History
| Party Name | Precision Wealth Financial & Insurance Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92618 |
Trademark Events
| Event Date | Event Description |
| Thursday, April 7, 2022 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Thursday, April 7, 2022 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Saturday, April 2, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, April 1, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, March 31, 2022 | NEW APPLICATION ENTERED IN TRAM |
