THE HUMAN SIDE OF WEALTH Trademark

Trademark Overview

On Thursday, November 30, 2023, a trademark application was filed for THE HUMAN SIDE OF WEALTH with the United States Patent and Trademark Office. The USPTO has given the THE HUMAN SIDE OF WEALTH trademark a serial number of 98293034. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, September 18, 2024. This trademark is owned by RWA Wealth Partners, LLC. The THE HUMAN SIDE OF WEALTH trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial services, namely, wealth management services, investment advisory services, family office wealth financial management services and investment management services, estate planning, trustee services, and consultancy services relating to insurance and insurance risk management

Tax and taxation planning, advice, information and consultancy services
the human side of wealth

General Information

Serial Number98293034
Word MarkTHE HUMAN SIDE OF WEALTH
Filing DateThursday, November 30, 2023
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateWednesday, September 18, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 22, 2024

Trademark Statements

Goods and ServicesFinancial services, namely, wealth management services, investment advisory services, family office wealth financial management services and investment management services, estate planning, trustee services, and consultancy services relating to insurance and insurance risk management
Goods and ServicesTax and taxation planning, advice, information and consultancy services

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 30, 2023
Primary Code035
First Use Anywhere DateWednesday, November 1, 2023
First Use In Commerce DateWednesday, November 1, 2023
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 30, 2023
Primary Code036
First Use Anywhere DateWednesday, November 1, 2023
First Use In Commerce DateWednesday, November 1, 2023

Trademark Owner History

Party NameRWA Wealth Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNewton, MA 02459

Trademark Events

Event DateEvent Description
Thursday, November 30, 2023NEW APPLICATION ENTERED
Saturday, February 24, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 28, 2024ASSIGNED TO EXAMINER
Friday, July 5, 2024NON-FINAL ACTION E-MAILED
Friday, July 5, 2024NON-FINAL ACTION WRITTEN
Friday, July 5, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 16, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 16, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 16, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 17, 2024APPROVED FOR PUB - PRINCIPAL REGISTER

Related Keywords

wealth side human services management insurance planning investment consultancy financial advice information