RESULTS-BASED FINANCIAL PLANNING Trademark

Trademark Overview


On Monday, July 9, 2018, a trademark application was filed for RESULTS-BASED FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the RESULTS-BASED FINANCIAL PLANNING trademark a serial number of 88030058. The federal status of this trademark filing is REGISTERED as of Tuesday, May 7, 2019. This trademark is owned by Axioma Oeconomia, LLC. The RESULTS-BASED FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Education in the field of finances, financial management, the acquisition of income and capital, and insurance rendered through correspondence courses; Education services, namely, providing lectures in the field of money, and consumer advice and insurance; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and distribution of course and educational materials in connection therewith; Educational services, namely, developing training courses for others in the field of financial planning; Educational services, namely, conducting training courses in the field of financial planning and distribution of training materials in connection therewith; Educational services, namely, developing, arranging, and conducti...

Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
results-based financial planning

General Information


Serial Number88030058
Word MarkRESULTS-BASED FINANCIAL PLANNING
Filing DateMonday, July 9, 2018
Status700 - REGISTERED
Status DateTuesday, May 7, 2019
Registration Number5743760
Registration DateTuesday, May 7, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 19, 2019

Trademark Statements


Goods and ServicesEducation in the field of finances, financial management, the acquisition of income and capital, and insurance rendered through correspondence courses; Education services, namely, providing lectures in the field of money, and consumer advice and insurance; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and distribution of course and educational materials in connection therewith; Educational services, namely, developing training courses for others in the field of financial planning; Educational services, namely, conducting training courses in the field of financial planning and distribution of training materials in connection therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Providing a website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of books, magazines, and brochures in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and also featuring non-downloadable software for database management and word processing; Providing on-line training in the form of courses, seminars, and workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Training courses in strategic planning relating to the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Educational and entertainment services, namely, conducting seminars in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; entertainment services, namely, the provision of radio and television programs in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance
Goods and ServicesFinancial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Disclaimer with Predetermined Text"FINANCIAL PLANNING"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 13, 2018
Primary Code036
First Use Anywhere DateSunday, January 8, 2012
First Use In Commerce DateSunday, January 8, 2012

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, July 13, 2018
Primary Code041
First Use Anywhere DateSunday, January 8, 2012
First Use In Commerce DateSunday, January 8, 2012

Trademark Owner History


Party NameAxioma Oeconomia, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBelleair, FL 33756

Party NameAxioma Oeconomia, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBelleair, FL 33756

Party NameAxioma Oeconomia, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBelleair, FL 33756

Trademark Events


Event DateEvent Description
Wednesday, March 20, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, March 20, 2024TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED
Wednesday, March 20, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, March 20, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, May 7, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, April 24, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 19, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 19, 2019PUBLISHED FOR OPPOSITION
Wednesday, January 30, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, January 14, 2019ASSIGNED TO LIE
Thursday, December 20, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 19, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 18, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 18, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 30, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 30, 2018NON-FINAL ACTION E-MAILED
Tuesday, October 30, 2018NON-FINAL ACTION WRITTEN
Friday, October 26, 2018ASSIGNED TO EXAMINER
Friday, July 13, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, July 12, 2018NEW APPLICATION ENTERED