SHAKESPEARE WEALTH MANAGEMENT Trademark

Trademark Overview


On Tuesday, March 4, 2008, a trademark application was filed for SHAKESPEARE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SHAKESPEARE WEALTH MANAGEMENT trademark a serial number of 77412736. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, May 12, 2018. This trademark is owned by Shakespeare Wealth Management, Inc.. The SHAKESPEARE WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Providing business succession planning, tax and taxation planning, advice, information and consulting services

Financial services, namely, providing investment management, financial planning, estate planning, insurance planning and review of current policies; charitable services, namely, developing and managing charitable giving programs on behalf of individuals
shakespeare wealth management

General Information


Serial Number77412736
Word MarkSHAKESPEARE WEALTH MANAGEMENT
Filing DateTuesday, March 4, 2008
Status800 - REGISTERED AND RENEWED
Status DateSaturday, May 12, 2018
Registration Number3611151
Registration DateTuesday, April 28, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 10, 2009

Trademark Statements


Disclaimer with Predetermined Text"WEALTH MANAGEMENT"
Goods and ServicesProviding business succession planning, tax and taxation planning, advice, information and consulting services
Goods and ServicesFinancial services, namely, providing investment management, financial planning, estate planning, insurance planning and review of current policies; charitable services, namely, developing and managing charitable giving programs on behalf of individuals

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, December 19, 2008
Primary Code035
First Use Anywhere DateFriday, January 1, 1999
First Use In Commerce DateFriday, September 30, 2005

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 7, 2008
Primary Code036
First Use Anywhere DateFriday, January 1, 1999
First Use In Commerce DateFriday, September 30, 2005

Trademark Owner History


Party NameSHAKESPEARE WEALTH MANAGEMENT, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressPEWAUKEE, WI 53072

Party NameShakespeare Wealth Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPEWAUKEE, WI 53072

Party NameShakespeare Wealth Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBrookfield, WI 53005

Party NameShakespeare Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBrookfield, WI 53005

Trademark Events


Event DateEvent Description
Wednesday, February 3, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, May 12, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, May 12, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, May 12, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, May 12, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, May 2, 2018TEAS SECTION 8 & 9 RECEIVED
Wednesday, May 2, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, April 28, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, December 14, 2017APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 14, 2017TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 14, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, April 15, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, April 14, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, April 14, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, April 2, 2015TEAS SECTION 8 & 15 RECEIVED
Tuesday, April 28, 2009REGISTERED-PRINCIPAL REGISTER
Tuesday, February 10, 2009PUBLISHED FOR OPPOSITION
Wednesday, January 21, 2009NOTICE OF PUBLICATION
Monday, January 5, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, January 5, 2009ASSIGNED TO LIE
Saturday, December 20, 2008APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, December 19, 2008TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, December 19, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 19, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 19, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 19, 2008NON-FINAL ACTION E-MAILED
Thursday, June 19, 2008NON-FINAL ACTION WRITTEN
Thursday, June 12, 2008ASSIGNED TO EXAMINER
Friday, March 7, 2008NEW APPLICATION ENTERED IN TRAM