TAX-BASED WEALTH MANAGEMENT Trademark

Trademark Overview

On Friday, December 22, 2006, a trademark application was filed for TAX-BASED WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the TAX-BASED WEALTH MANAGEMENT trademark a serial number of 77070790. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 15, 2019. This trademark is owned by WEALTH MANAGEMENT STRATEGIES, INC.. The TAX-BASED WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL AND INVESTMENT CONSULTING SERVICES, FINANCIAL MANAGEMENT SERVICES, FINANCIAL PLANNING SERVICES, FINANCIAL PORTFOLIO MANAGEMENT SERVICES, FINANCIAL RESEARCH SERVICES, AND FINANCIAL RISK MANAGEMENT SERVICES
tax-based wealth management

General Information

Serial Number77070790
Word MarkTAX-BASED WEALTH MANAGEMENT
Filing DateFriday, December 22, 2006
Status710 - CANCELLED - SECTION 8
Status DateFriday, February 15, 2019
Registration Number3464677
Registration DateTuesday, July 8, 2008
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Disclaimer with Predetermined Text"WEALTH MANAGEMENT"
Goods and ServicesFINANCIAL AND INVESTMENT CONSULTING SERVICES, FINANCIAL MANAGEMENT SERVICES, FINANCIAL PLANNING SERVICES, FINANCIAL PORTFOLIO MANAGEMENT SERVICES, FINANCIAL RESEARCH SERVICES, AND FINANCIAL RISK MANAGEMENT SERVICES

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 15, 2019
Primary Code036
First Use Anywhere DateThursday, March 1, 2007
First Use In Commerce DateThursday, March 1, 2007

Trademark Owner History

Party NameWEALTH MANAGEMENT STRATEGIES, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15215
Party NameWEALTH MANAGEMENT STRATEGIES, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15238

Trademark Events

Event DateEvent Description
Friday, February 15, 2019CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Saturday, July 8, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, January 19, 2015NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Monday, January 19, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, January 19, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, January 8, 2015TEAS SECTION 8 RECEIVED
Tuesday, July 8, 2008REGISTERED-SUPPLEMENTAL REGISTER
Thursday, June 5, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, June 5, 2008ASSIGNED TO LIE
Wednesday, June 4, 2008APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, May 19, 2008TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 16, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 16, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, November 19, 2007NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 19, 2007NON-FINAL ACTION E-MAILED
Monday, November 19, 2007USE AMENDMENT ACCEPTED
Monday, November 19, 2007NON-FINAL ACTION WRITTEN
Saturday, November 17, 2007AMENDMENT TO USE PROCESSING COMPLETE
Saturday, November 17, 2007USE AMENDMENT FILED
Friday, November 16, 2007TEAS AMENDMENT OF USE RECEIVED
Friday, November 16, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 16, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 16, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, October 18, 2007NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Thursday, October 18, 2007NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Thursday, October 18, 2007REPORT UNRESPONSIVE AMENDMENT - COMPLETED
Monday, October 15, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 15, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 15, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, April 17, 2007NON-FINAL ACTION E-MAILED
Tuesday, April 17, 2007NON-FINAL ACTION WRITTEN
Tuesday, April 17, 2007ASSIGNED TO EXAMINER
Thursday, December 28, 2006NEW APPLICATION ENTERED IN TRAM

Related Keywords

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