STRATEGIES FOR WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, April 11, 2024, a trademark application was filed for STRATEGIES FOR WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the STRATEGIES FOR WEALTH MANAGEMENT trademark a serial number of 98494994. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, October 31, 2024. This trademark is owned by Strategies For Retirement, LLC. The STRATEGIES FOR WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Providing information and advice in the field of finance, financial investments, insurance, and the financial aspects of retirement; financial planning for retirement; investment consultation and advice in the fields of finance, retirement, and insurance; financial services, namely, wealth management services; financial asset management
General Information
| Serial Number | 98494994 |
| Word Mark | STRATEGIES FOR WEALTH MANAGEMENT |
| Filing Date | Thursday, April 11, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, October 31, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the wording "STRATEGIES FOR WEALTH MANAGEMENT" with the term MANAGEMENT partially overlayed on a stylized bullseye with a stylized arrow tip entering the bullseye from the upper right-hand side. |
| Goods and Services | Providing information and advice in the field of finance, financial investments, insurance, and the financial aspects of retirement; financial planning for retirement; investment consultation and advice in the fields of finance, retirement, and insurance; financial services, namely, wealth management services; financial asset management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
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, April 11, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 28, 2022 |
| First Use In Commerce Date | Monday, February 28, 2022 |
Trademark Owner History
| Party Name | Strategies For Retirement, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Shelton, CT 06484 |
Trademark Events
| Event Date | Event Description |
| Thursday, April 11, 2024 | NEW APPLICATION ENTERED |
| Sunday, September 22, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, September 22, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 24, 2024 | ASSIGNED TO EXAMINER |
| Thursday, October 31, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, October 31, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 31, 2024 | NON-FINAL ACTION WRITTEN |
