SYNTHETIC ROTH Trademark

Trademark Overview

On Friday, January 7, 2022, a trademark application was filed for SYNTHETIC ROTH with the United States Patent and Trademark Office. The USPTO has given the SYNTHETIC ROTH trademark a serial number of 97208369. The federal status of this trademark filing is REGISTERED as of Tuesday, January 16, 2024. This trademark is owned by Corporate Plan Services, Inc.. The SYNTHETIC ROTH trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning, namely, use of life insurance as a wealth management tool
synthetic roth

General Information

Serial Number97208369
Word MarkSYNTHETIC ROTH
Filing DateFriday, January 7, 2022
Status700 - REGISTERED
Status DateTuesday, January 16, 2024
Registration Number7281256
Registration DateTuesday, January 16, 2024
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, namely, use of life insurance as a wealth management tool

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 14, 2022
Primary Code036
First Use Anywhere DateThursday, August 17, 2023
First Use In Commerce DateThursday, August 17, 2023

Trademark Owner History

Party NameCorporate Plan Services, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPalm Beach Gardens, FL 33418
Party NameCorporate Plan Services, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPalm Beach Gardens, FL 33418

Trademark Events

Event DateEvent Description
Monday, January 22, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024REGISTERED-SUPPLEMENTAL REGISTER
Friday, September 8, 2023NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, September 7, 2023APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, September 7, 2023USE AMENDMENT ACCEPTED
Saturday, August 19, 2023AMENDMENT TO USE PROCESSING COMPLETE
Saturday, August 19, 2023USE AMENDMENT FILED
Friday, August 18, 2023TEAS AMENDMENT OF USE RECEIVED
Friday, August 18, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, August 18, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 18, 2023TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, May 24, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, May 24, 2023FINAL REFUSAL E-MAILED
Wednesday, May 24, 2023FINAL REFUSAL WRITTEN
Monday, April 17, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 17, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 17, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 18, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 18, 2022NON-FINAL ACTION E-MAILED
Tuesday, October 18, 2022NON-FINAL ACTION WRITTEN
Thursday, October 13, 2022ASSIGNED TO EXAMINER
Friday, January 14, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 11, 2022NEW APPLICATION ENTERED

Related Keywords

roth synthetic wealth management tool insurance life planning namely estate