SYNERGISTIC WEALTH MANAGEMENT Trademark

Trademark Overview

On Monday, April 15, 2024, a trademark application was filed for SYNERGISTIC WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SYNERGISTIC WEALTH MANAGEMENT trademark a serial number of 98500479. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, April 15, 2024. This trademark is owned by Ingle,David W. The SYNERGISTIC WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Providing a website featuring non-downloadable videos in the field of financial planning

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, Provide holistic financial planning and investment advice; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of clients invetments, cash flow, and goals; Financial management of employee pension plan...
synergistic wealth management

General Information

Serial Number98500479
Word MarkSYNERGISTIC WEALTH MANAGEMENT
Filing DateMonday, April 15, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, April 15, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesProviding a website featuring non-downloadable videos in the field of financial planning
Description of MarkThe mark consists of gold silver and black pinwheel with either a silver, gold, or black S in the middle of the pinwheel.
In Another Form StatementThe mark was first used anywhere in a different form other than that sought to be registered at least as early as 02/10/2018.
In Another Form StatementThe mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/02/2018.
In Another Form StatementThe mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/02/2018.
Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, Provide holistic financial planning and investment advice; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of clients invetments, cash flow, and goals; Financial management of employee pension plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services; Providing information in the field of financial planning; Providing information in the field of financial planning for individuals, families, business owners, institutions; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning
Indication of Colors claimedThe color(s) gold, silver, and black is/are claimed as a feature of the mark.
In Another Form StatementThe mark was first used anywhere in a different form other than that sought to be registered at least as early as 02/10/2018.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 15, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, April 15, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameIngle,David W
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChandler, AZ 85226

Trademark Events

Event DateEvent Description
Monday, April 15, 2024NEW APPLICATION ENTERED

Related Keywords

management wealth synergistic financial planning namely field investment services individuals giving employee