SMOOTH 401K Trademark

Trademark Overview


On Wednesday, March 30, 2022, a trademark application was filed for SMOOTH 401K with the United States Patent and Trademark Office. The USPTO has given the SMOOTH 401K trademark a serial number of 97339364. The federal status of this trademark filing is REGISTERED as of Tuesday, December 19, 2023. This trademark is owned by FINANCIAL WELLNESS PARTNERS LLC. The SMOOTH 401K trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services; Strategic financial advisory services; Financial planning; Financial retirement plan consulting services; Financial administration of retirement plans; Providing financial planning for retirement; Financial planning and investment advisory services; Investment advisory services and financial administration of retirement plans for others; Financial advisory and consultancy services in the field of 401K benefit plans; 401k plans, and financial retirement plan consulting services including the subject matter of 401k plans; Providing investment advice and financial money management to 401k participants and investors
smooth 401k

General Information


Serial Number97339364
Word MarkSMOOTH 401K
Filing DateWednesday, March 30, 2022
Status700 - REGISTERED
Status DateTuesday, December 19, 2023
Registration Number7250463
Registration DateTuesday, December 19, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 7, 2023

Trademark Statements


Pseudo MarkSMOOTH FOUR HUNDRED ONE K; SMOOTH FOUR ZERO ONE K
Goods and ServicesFinancial services, namely, wealth management services; Strategic financial advisory services; Financial planning; Financial retirement plan consulting services; Financial administration of retirement plans; Providing financial planning for retirement; Financial planning and investment advisory services; Investment advisory services and financial administration of retirement plans for others; Financial advisory and consultancy services in the field of 401K benefit plans; 401k plans, and financial retirement plan consulting services including the subject matter of 401k plans; Providing investment advice and financial money management to 401k participants and investors
Disclaimer with Predetermined Text"401K"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, April 5, 2022
Primary Code036
First Use Anywhere DateThursday, March 31, 2022
First Use In Commerce DateThursday, March 31, 2022

Trademark Owner History


Party NameFINANCIAL WELLNESS PARTNERS LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSTRONGSVILLE, OH 44149

Party NameFINANCIAL WELLNESS PARTNERS LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSTRONGSVILLE, OH 44149

Party NameFINANCIAL WELLNESS PARTNERS LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSTRONGSVILLE, OH 44149

Trademark Events


Event DateEvent Description
Tuesday, December 19, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, December 19, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, November 14, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, November 13, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, November 13, 2023STATEMENT OF USE PROCESSING COMPLETE
Monday, October 30, 2023USE AMENDMENT FILED
Thursday, November 9, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, October 30, 2023TEAS STATEMENT OF USE RECEIVED
Tuesday, May 2, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 7, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 7, 2023PUBLISHED FOR OPPOSITION
Wednesday, February 15, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 31, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 30, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, January 30, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 30, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, January 21, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, January 21, 2023NON-FINAL ACTION E-MAILED
Saturday, January 21, 2023NON-FINAL ACTION WRITTEN
Friday, January 13, 2023ASSIGNED TO EXAMINER
Tuesday, April 5, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, April 2, 2022NEW APPLICATION ENTERED