| Serial Number | 90018109 |
| Word Mark | SMALL WORLD WEALTH MANAGEMENT |
| Filing Date | Wednesday, June 24, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 19, 2021 |
| Registration Number | 6523155 |
| Registration Date | Tuesday, October 19, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 3, 2021 |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| Goods and Services | Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial trust operations; Financial trust planning; Conducting financial feasibility studies; Electronic financial trading services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing investors with financial information; Research related to financial instruments; Strategic financial advisory services; Strategic corporate financial advisory services |
| 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 | Wednesday, July 22, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 1, 2020 |
| First Use In Commerce Date | Sunday, March 1, 2020 |
| Party Name | Small World Wealth Management, Inc, |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Poughkeepsie, NY 12601 |
| Party Name | Small World Wealth Management, Inc, |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Poughkeepsie, NY 12601 |
| Party Name | Small World Wealth Management, Inc, |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Poughkeepsie, NY 12601 |
| Event Date | Event Description |
| Tuesday, October 19, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 3, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 3, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 14, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, June 26, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, April 30, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, April 30, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 28, 2021 | ASSIGNED TO LIE |
| Thursday, January 14, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Sunday, September 27, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, September 27, 2020 | NON-FINAL ACTION E-MAILED |
| Sunday, September 27, 2020 | NON-FINAL ACTION WRITTEN |
| Saturday, September 26, 2020 | ASSIGNED TO EXAMINER |
| Wednesday, July 22, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, June 27, 2020 | NEW APPLICATION ENTERED IN TRAM |