RETURN ON LIFE WEALTH PARTNERS Trademark

Trademark Overview


On Tuesday, June 6, 2023, a trademark application was filed for RETURN ON LIFE WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the RETURN ON LIFE WEALTH PARTNERS trademark a serial number of 98029249. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, October 29, 2024. This trademark is owned by PFS IP HOLDINGS LLC. The RETURN ON LIFE WEALTH PARTNERS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial planning, namely, wealth planning and advice, estate planning, retirement planning, financing services and advice, financial management, cash management, investment advisory services, financial investment brokerage services; financial consultation for families with a focus on continuity of financial goals and personal values; providing fiduciary representative services in the field of investment management of corporate retirement plans ; insurance consultation planning services, and information in the field of financial and wealth planning and advice; financial planning in the field of education; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; private financial planning and investment planning services for families; advice and consultation in the field of financial planning for business exit from early stages through retirement

Tax and taxation planning, advice, information and consultancy services; tax preparation; Providing office support staff services
return on life wealth partners

General Information


Serial Number98029249
Word MarkRETURN ON LIFE WEALTH PARTNERS
Filing DateTuesday, June 6, 2023
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, October 29, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 3, 2024

Trademark Statements


Goods and ServicesFinancial planning, namely, wealth planning and advice, estate planning, retirement planning, financing services and advice, financial management, cash management, investment advisory services, financial investment brokerage services; financial consultation for families with a focus on continuity of financial goals and personal values; providing fiduciary representative services in the field of investment management of corporate retirement plans ; insurance consultation planning services, and information in the field of financial and wealth planning and advice; financial planning in the field of education; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; private financial planning and investment planning services for families; advice and consultation in the field of financial planning for business exit from early stages through retirement
Goods and ServicesTax and taxation planning, advice, information and consultancy services; tax preparation; Providing office support staff services
NOT AVAILABLE"WEALTH PARTNERS"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 6, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 10, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NamePFS IP HOLDINGS LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBRECKSVILLE, OH 44141

Party NamePFS IP HOLDINGS LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBRECKSVILLE, OH 44141

Trademark Events


Event DateEvent Description
Monday, July 10, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 9, 2023NEW APPLICATION ENTERED
Tuesday, February 27, 2024ASSIGNED TO EXAMINER
Wednesday, March 6, 2024EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Wednesday, March 6, 2024COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Wednesday, March 6, 2024EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, March 6, 2024NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, June 6, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 6, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 26, 2024EXAMINERS AMENDMENT E-MAILED
Wednesday, June 26, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, June 6, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, June 26, 2024EXAMINERS AMENDMENT -WRITTEN
Wednesday, June 26, 2024EXAMINER'S AMENDMENT ENTERED
Friday, July 26, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 3, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 29, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, August 14, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 3, 2024PUBLISHED FOR OPPOSITION
Friday, November 1, 2024TEAS STATEMENT OF USE RECEIVED