STRATEGIES FOR WEALTH Trademark

Trademark Overview

On Thursday, July 24, 2008, a trademark application was filed for STRATEGIES FOR WEALTH with the United States Patent and Trademark Office. The USPTO has given the STRATEGIES FOR WEALTH trademark a serial number of 77530794. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, January 20, 2018. This trademark is owned by The S & W Agency, Inc.. The STRATEGIES FOR WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial planning consultation; Financial planning for retirement; Insurance brokerage; Insurance information and consultancy
strategies for wealth

General Information

Serial Number77530794
Word MarkSTRATEGIES FOR WEALTH
Filing DateThursday, July 24, 2008
Status800 - REGISTERED AND RENEWED
Status DateSaturday, January 20, 2018
Registration Number3548559
Registration DateTuesday, December 16, 2008
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesEstate planning; Financial planning consultation; Financial planning for retirement; Insurance brokerage; Insurance information and consultancy
Disclaimer with Predetermined Text"WEALTH"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 28, 2008
Primary Code036
First Use Anywhere DateFriday, November 30, 2001
First Use In Commerce DateFriday, November 30, 2001

Trademark Owner History

Party NameThe S & W Agency, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressRye Brook, NY 10573
Party NameThe S & W Agency, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10005

Trademark Events

Event DateEvent Description
Tuesday, December 19, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 19, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, December 19, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, December 19, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 19, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 17, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 17, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 17, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 26, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, February 26, 2018TEAS CHANGE OF OWNER ADDRESS RECEIVED
Saturday, January 20, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, January 20, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, January 20, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, January 19, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, December 20, 2017TEAS SECTION 8 & 9 RECEIVED
Saturday, December 16, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, December 21, 2013NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, December 21, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, December 16, 2013REGISTERED - SEC. 8 (6-YR) FILED
Thursday, December 19, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, December 16, 2013TEAS SECTION 8 RECEIVED
Monday, December 16, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, October 10, 2010TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 16, 2008REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, November 12, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, November 12, 2008ASSIGNED TO LIE
Thursday, November 6, 2008APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, November 6, 2008EXAMINER'S AMENDMENT ENTERED
Thursday, November 6, 2008NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, November 6, 2008EXAMINERS AMENDMENT E-MAILED
Thursday, November 6, 2008EXAMINERS AMENDMENT -WRITTEN
Thursday, November 6, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 6, 2008NON-FINAL ACTION E-MAILED
Thursday, November 6, 2008NON-FINAL ACTION WRITTEN
Monday, November 3, 2008ASSIGNED TO EXAMINER
Monday, July 28, 2008NEW APPLICATION ENTERED

Related Keywords

wealth strategies planning insurance financial brokerage information consultancy retirement consultation estate