STEWARDSHIP PERSONAL VALUES PORTFOLIOS Trademark
Trademark Overview
On Tuesday, May 21, 2019, a trademark application was filed for STEWARDSHIP PERSONAL VALUES PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the STEWARDSHIP PERSONAL VALUES PORTFOLIOS trademark a serial number of 88440437. The federal status of this trademark filing is REGISTERED as of Tuesday, May 5, 2020. This trademark is owned by Seasons of Advice Wealth Management LLC. The STEWARDSHIP PERSONAL VALUES PORTFOLIOS trademark is filed in the Insurance & Financial Services category with the following description:
Financial and consulting services, namely, financial planning, investment advisory services; money management, namely, providing financial management and financial counseling services to others in order to help others track, save and invest their money
General Information
| Serial Number | 88440437 |
| Word Mark | STEWARDSHIP PERSONAL VALUES PORTFOLIOS |
| Filing Date | Tuesday, May 21, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 5, 2020 |
| Registration Number | 6049883 |
| Registration Date | Tuesday, May 5, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "PORTFOLIOS" |
| Goods and Services | Financial and consulting services, namely, financial planning, investment advisory services; money management, namely, providing financial management and financial counseling services to others in order to help others track, save and invest their money |
Classification Information
| 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 | Thursday, June 6, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 7, 2020 |
| First Use In Commerce Date | Tuesday, January 7, 2020 |
Trademark Owner History
| Party Name | SOA WEALTH ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEW YORK, NY 10036
US |
| Party Name | Seasons of Advice Wealth Management LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10036
US |
| Party Name | Seasons of Advice Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10036
US |
Trademark Events
| Event Date | Event Description |
| Friday, May 24, 2019 | NEW APPLICATION ENTERED |
| Thursday, June 6, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 7, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, August 14, 2019 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 14, 2019 | NON-FINAL ACTION E-MAILED |
| Wednesday, August 14, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, February 11, 2020 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, February 11, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 12, 2020 | USE AMENDMENT FILED |
| Wednesday, February 12, 2020 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, March 23, 2020 | ASSIGNED TO LIE |
| Monday, March 23, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 23, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 23, 2020 | USE AMENDMENT ACCEPTED |
| Monday, March 23, 2020 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, March 24, 2020 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Monday, March 30, 2020 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, May 5, 2020 | REGISTERED-SUPPLEMENTAL REGISTER |
| Monday, May 5, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 24, 2026 | TEAS SECTION 8 RECEIVED |
| Wednesday, June 3, 2026 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
