THE FINANCIAL FOUNDATION EXPERIENCE Trademark

Trademark Overview

On Wednesday, March 12, 2014, a trademark application was filed for THE FINANCIAL FOUNDATION EXPERIENCE with the United States Patent and Trademark Office. The USPTO has given the THE FINANCIAL FOUNDATION EXPERIENCE trademark a serial number of 86219149. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 23, 2025. This trademark is owned by CPA Wealth Management Services, P.A.. The THE FINANCIAL FOUNDATION EXPERIENCE trademark is filed in the Insurance & Financial Services category with the following description:

Consulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance [; estate planning; design, administration and advisory services for employer-sponsored retirement plans ]

General Information

Serial Number86219149
Word MarkTHE FINANCIAL FOUNDATION EXPERIENCE
Filing DateWednesday, March 12, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 23, 2025
Registration Number4636310
Registration DateTuesday, November 11, 2014
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 26, 2014

Trademark Statements

Description of MarkThe mark consists of a wave design in the form of a series of arcs, with two dots appearing above the first arc, one dot appearing above the second arc and the words "THE FINANCIAL FOUNDATION EXPERIENCE" appearing to the right of the series of arcs.
Goods and ServicesConsulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance [; estate planning; design, administration and advisory services for employer-sponsored retirement plans ]
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"FINANCIAL"

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, May 23, 2025
Primary Code036
First Use Anywhere DateTuesday, August 6, 2013
First Use In Commerce DateTuesday, August 6, 2013

Trademark Owner History

Party NameSAVANT CAPITAL, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressROCKFORD, IL 61107
Party NameFIRSTWAVE FINANCIAL, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSATELLITE BEACH, FL 32937
Party NameCPA Wealth Management Services, P.A.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSatellite Beach, FL 32937
Party NameCPA Wealth Management Services, P.A.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSatellite Beach, FL 32937
Party NameCPA Wealth Management Services, P.A.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSatellite Beach, FL 32937

Trademark Events

Event DateEvent Description
Thursday, March 27, 2014NOTICE OF DESIGN SEARCH CODE E-MAILED
Saturday, March 15, 2014NEW APPLICATION ENTERED
Wednesday, March 26, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, August 26, 2014PUBLISHED FOR OPPOSITION
Tuesday, August 26, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 11, 2014REGISTERED-PRINCIPAL REGISTER
Monday, June 16, 2014ASSIGNED TO EXAMINER
Tuesday, June 17, 2014EXAMINERS AMENDMENT -WRITTEN
Tuesday, June 17, 2014EXAMINERS AMENDMENT E-MAILED
Tuesday, June 17, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, June 17, 2014EXAMINER'S AMENDMENT ENTERED
Thursday, July 3, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, July 21, 2014ASSIGNED TO LIE
Tuesday, July 22, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, August 6, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, November 11, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, March 26, 2020TEAS SECTION 8 & 15 RECEIVED
Wednesday, January 17, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, June 27, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 27, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, April 2, 2020POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Thursday, April 2, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, October 2, 2020TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Monday, April 19, 2021TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Tuesday, October 6, 2020POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Tuesday, April 6, 2021TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Thursday, April 8, 2021POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Saturday, November 11, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 11, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, April 21, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, April 21, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, September 17, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 17, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, September 17, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, May 23, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Tuesday, September 17, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, September 17, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Related Keywords

experience foundation financial management services planning consulting wealth advisory administration design employer sponsored