RISE WEALTH MANAGEMENT & PLANNING Trademark
Trademark Overview
On Tuesday, October 24, 2023, a trademark application was filed for RISE WEALTH MANAGEMENT & PLANNING with the United States Patent and Trademark Office. The USPTO has given the RISE WEALTH MANAGEMENT & PLANNING trademark a serial number of 98238299. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, June 19, 2024. This trademark is owned by Ronin Bottom, LLC. The RISE WEALTH MANAGEMENT & PLANNING trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Estate planning; Estate trust planning; Financial advice; Financial advice, namely, budget planning; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial trust planning; Funds investment; Insurance consulting in the field of Life insurance; Insurance risk management; Investment advisory services; Investment consultation; Investment management; Investment of funds
Business planning; Business management planning; all of the foregoing services not in connection with incubator or accelerator services or targeted specifically to fintech companies or the fintech industry
General Information
| Serial Number | 98238299 |
| Word Mark | RISE WEALTH MANAGEMENT & PLANNING |
| Filing Date | Tuesday, October 24, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, June 19, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - 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 three mountain peaks with the center peak higher than the two outer peaks and white zig zag lines on the two left peaks with a small white triangle on the peak on the right. There is a circle behind the middle peak that starts as blue on the left and fades into green on the right. To the right of the peaks are the words RISE WEALTH MANAGEMENT & PLANNING with the word RISE in a large font above the words WEALTH MANAGEMENT & PLANNING below. |
| Pseudo Mark | RISE WEALTH MANAGEMENT AND PLANNING |
| Goods and Services | Estate planning; Estate trust planning; Financial advice; Financial advice, namely, budget planning; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial trust planning; Funds investment; Insurance consulting in the field of Life insurance; Insurance risk management; Investment advisory services; Investment consultation; Investment management; Investment of funds |
| Indication of Colors claimed | The color(s) black, blue fading into green and green is/are claimed as a feature of the mark. |
| Goods and Services | Business planning; Business management planning; all of the foregoing services not in connection with incubator or accelerator services or targeted specifically to fintech companies or the fintech industry |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 24, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, January 19, 2023 |
| First Use In Commerce Date | Thursday, January 19, 2023 |
| 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 | Tuesday, October 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 19, 2023 |
| First Use In Commerce Date | Thursday, January 19, 2023 |
Trademark Owner History
| Party Name | Ronin Bottom, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Salt Lake City, UT 84111 |
Trademark Events
| Event Date | Event Description |
| Saturday, October 28, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, October 24, 2023 | NEW APPLICATION ENTERED |
| Saturday, October 28, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 8, 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Monday, January 8, 2024 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Wednesday, June 19, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 19, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 19, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 7, 2024 | ASSIGNED TO EXAMINER |
