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 98238364. 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, namely, budget planning; 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 and accelerator seervices or targeted specifically to fintech companies or the fintech industry
General Information
| Serial Number | 98238364 |
| 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 | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | RISE WEALTH MANAGEMENT AND PLANNING |
| Goods and Services | Estate planning; Estate trust planning; Financial advice, namely, budget planning; 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 |
| Goods and Services | Business planning; Business management planning; all of the foregoing services not in connection with incubator and accelerator seervices 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 | P - NOT AVAILABLE |
| Class Status Date | Wednesday, June 19, 2024 |
| 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 | P - NOT AVAILABLE |
| Class Status Date | Wednesday, June 19, 2024 |
| 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 |
| Tuesday, October 24, 2023 | NEW APPLICATION 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 E-MAILED |
| Wednesday, June 19, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 19, 2024 | REMOVED FROM TEAS PLUS |
| Wednesday, June 19, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 7, 2024 | ASSIGNED TO EXAMINER |
| Thursday, January 11, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
