REFINE WEALTH STRATEGIES Trademark
Trademark Overview
On Monday, September 12, 2022, a trademark application was filed for REFINE WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the REFINE WEALTH STRATEGIES trademark a serial number of 97587453. The federal status of this trademark filing is REGISTERED as of Tuesday, October 17, 2023. This trademark is owned by K3 Holdings, LLC. The REFINE WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning services, namely, comprehensive financial planning; investment management; investment advisory services; financial risk management solutions
General Information
| Serial Number | 97587453 |
| Word Mark | REFINE WEALTH STRATEGIES |
| Filing Date | Monday, September 12, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 17, 2023 |
| Registration Number | 7194469 |
| Registration Date | Tuesday, October 17, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 1, 2023 |
Trademark Statements
| Goods and Services | Financial planning services, namely, comprehensive financial planning; investment management; investment advisory services; financial risk management solutions |
| Disclaimer with Predetermined Text | "WEALTH STRATEGIES" |
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, June 26, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, April 22, 2022 |
| First Use In Commerce Date | Monday, June 27, 2022 |
Trademark Owner History
| Party Name | K3 Holdings, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Minnetonka, MN 55305 |
| Party Name | K3 Holdings, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Minnetonka, MN 55305 |
| Party Name | K3 Holdings, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Minnetonka, MN 55305 |
Trademark Events
| Event Date | Event Description |
| Tuesday, October 17, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 17, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 1, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 1, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 12, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, June 26, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, June 26, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Monday, June 26, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, June 26, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Monday, June 26, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, June 24, 2023 | ASSIGNED TO EXAMINER |
| Thursday, September 15, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 15, 2022 | NEW APPLICATION ENTERED |
