PROTECT YOUR WEALTH Trademark

Trademark Overview


On Friday, June 2, 2023, a trademark application was filed for PROTECT YOUR WEALTH with the United States Patent and Trademark Office. The USPTO has given the PROTECT YOUR WEALTH trademark a serial number of 98025114. The federal status of this trademark filing is REGISTERED as of Tuesday, September 17, 2024. The PROTECT YOUR WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy for lottery winners; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consultation; Financial consultation in the field of cryptocurrency; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting in the field of real estate note brokerage; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financia...
protect your wealth

General Information


Serial Number98025114
Word MarkPROTECT YOUR WEALTH
Filing DateFriday, June 2, 2023
Status700 - REGISTERED
Status DateTuesday, September 17, 2024
Registration Number7509716
Registration DateTuesday, September 17, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 9, 2024

Trademark Statements


Goods and ServicesFinancial consultancy; Financial consultancy and insurance consultancy; Financial consultancy for lottery winners; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consultation; Financial consultation in the field of cryptocurrency; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting in the field of real estate note brokerage; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; 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, loan default mitigation services; Financial services, namely, wealth management services; Financial administration of retirement plans; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial management in the field of personal finance.; Financial management of employee pension plans; Financial planning consultation; Financial portfolio analysis services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning; College consulting services, namely, assisting students in applying for scholarships and financial aid; Insurance and financial information and consultancy services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of employee financial benefit plans; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Strategic financial advisory services; Strategic corporate financial advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 6, 2023
Primary Code036
First Use Anywhere DateWednesday, November 1, 2023
First Use In Commerce DateWednesday, November 1, 2023

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressOntario, CA 91764

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressOntario, CA 91764

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressOntario, CA 91764

Trademark Events


Event DateEvent Description
Tuesday, June 6, 2023NEW APPLICATION ENTERED
Wednesday, September 27, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, July 6, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 27, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 27, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, February 25, 2024ASSIGNED TO EXAMINER
Friday, March 1, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 20, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 9, 2024PUBLISHED FOR OPPOSITION
Tuesday, April 9, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 4, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, June 20, 2024USE AMENDMENT FILED
Thursday, June 20, 2024TEAS STATEMENT OF USE RECEIVED
Friday, August 9, 2024STATEMENT OF USE PROCESSING COMPLETE
Friday, August 9, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, August 14, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, August 14, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, September 17, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, September 17, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED