TAX WEALTH Trademark

Trademark Overview


On Monday, September 15, 1997, a trademark application was filed for TAX WEALTH with the United States Patent and Trademark Office. The USPTO has given the TAX WEALTH trademark a serial number of 75356656. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, October 8, 2021. This trademark is owned by TAX WEALTH LLC. The TAX WEALTH trademark is filed in the Paper & Printed Material Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

[ publications, namely, books and workbooks in the field of tax, financial and estate planning ]

financial consultation including estate planning and related tax planning services

[ services of providing an on-line publication, namely, a web site including a newsletter and current information relating to tax, financial and estate planning matters ]
tax wealth

General Information


Serial Number75356656
Word MarkTAX WEALTH
Filing DateMonday, September 15, 1997
Status800 - REGISTERED AND RENEWED
Status DateFriday, October 8, 2021
Registration Number2504854
Registration DateTuesday, November 6, 2001
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, July 13, 1999

Trademark Statements


Disclaimer with Predetermined Text"TAX"
Goods and Services[ publications, namely, books and workbooks in the field of tax, financial and estate planning ]
Goods and Servicesfinancial consultation including estate planning and related tax planning services
Goods and Services[ services of providing an on-line publication, namely, a web site including a newsletter and current information relating to tax, financial and estate planning matters ]

Classification Information


International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateWednesday, November 21, 2007
Primary Code016
First Use Anywhere DateSaturday, January 1, 2000
First Use In Commerce DateSaturday, January 1, 2000

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 22, 1998
Primary Code036
First Use Anywhere DateSaturday, January 1, 2000
First Use In Commerce DateSaturday, January 1, 2000

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateWednesday, November 21, 2007
Primary Code042
First Use Anywhere DateSaturday, January 1, 2000
First Use In Commerce DateSaturday, January 1, 2000

Trademark Owner History


Party NameTAXWEALTH, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressMISSION VIEGO, CA 92691

Party NameTAX WEALTH LLC
Party Type31 - New Owner After Registration
Legal Entity Type99 - Other
AddressNEWPORT BEACH, CA 92660

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressMission Viejo, CA 92691

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressMission Viejo, CA 92691

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressMission Viejo, CA 92691

Trademark Events


Event DateEvent Description
Friday, October 8, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, October 8, 2021REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Friday, October 8, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, October 6, 2021TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, October 6, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, July 26, 2021POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Monday, July 19, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 9, 2021TEAS SECTION 8 & 9 RECEIVED
Friday, November 6, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, November 23, 2011ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, October 31, 2011REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, October 31, 2011REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sunday, October 30, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, September 30, 2011TEAS SECTION 8 & 9 RECEIVED
Wednesday, November 21, 2007REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, November 21, 2007POST REGISTRATION ACTION CORRECTION
Friday, November 16, 2007ASSIGNED TO PARALEGAL
Thursday, November 8, 2007REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Thursday, November 8, 2007PAPER RECEIVED
Wednesday, October 31, 2007AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, January 25, 2007CASE FILE IN TICRS
Tuesday, November 6, 2001REGISTERED-PRINCIPAL REGISTER
Wednesday, June 20, 2001ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, June 14, 2001ASSIGNED TO EXAMINER
Friday, June 8, 2001STATEMENT OF USE PROCESSING COMPLETE
Tuesday, April 3, 2001USE AMENDMENT FILED
Friday, June 8, 2001EXTENSION 3 GRANTED
Tuesday, April 3, 2001EXTENSION 3 FILED
Wednesday, December 20, 2000EXTENSION 2 GRANTED
Wednesday, October 4, 2000EXTENSION 2 FILED
Friday, June 2, 2000EXTENSION 1 GRANTED
Tuesday, April 4, 2000EXTENSION 1 FILED
Tuesday, October 5, 1999NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 13, 1999PUBLISHED FOR OPPOSITION
Friday, June 11, 1999NOTICE OF PUBLICATION
Wednesday, April 7, 1999APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 7, 1999ASSIGNED TO EXAMINER
Monday, November 16, 1998CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 14, 1998NON-FINAL ACTION MAILED
Monday, April 20, 1998ASSIGNED TO EXAMINER