TAILOR-MADE WEALTH PLAN Trademark

Trademark Overview


On Thursday, June 20, 2024, a trademark application was filed for TAILOR-MADE WEALTH PLAN with the United States Patent and Trademark Office. The USPTO has given the TAILOR-MADE WEALTH PLAN trademark a serial number of 98611496. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, January 17, 2025. This trademark is owned by MEDALIST WEALTH MANAGEMENT LLC. The TAILOR-MADE WEALTH PLAN trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial retirement plan consulting services; Financial planning for retirement
tailor-made wealth plan

General Information


Serial Number98611496
Word MarkTAILOR-MADE WEALTH PLAN
Filing DateThursday, June 20, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, January 17, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning; Financial retirement plan consulting services; Financial planning for retirement
NOT AVAILABLE"WEATH PLAN"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 20, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameMEDALIST WEALTH MANAGEMENT LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGrand Rapids, MI 49546

Trademark Events


Event DateEvent Description
Thursday, June 20, 2024NEW APPLICATION ENTERED
Monday, January 13, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 14, 2025ASSIGNED TO EXAMINER
Friday, January 17, 2025NON-FINAL ACTION WRITTEN
Friday, January 17, 2025NON-FINAL ACTION E-MAILED
Friday, January 17, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED