THE INSTITUTE OF FINANCIAL WELLNESS Trademark

Trademark Overview


On Wednesday, February 20, 2019, a trademark application was filed for THE INSTITUTE OF FINANCIAL WELLNESS with the United States Patent and Trademark Office. The USPTO has given the THE INSTITUTE OF FINANCIAL WELLNESS trademark a serial number of 88309156. The federal status of this trademark filing is REGISTERED as of Tuesday, January 19, 2021. This trademark is owned by The Institute of Financial Wellness, LLC. The THE INSTITUTE OF FINANCIAL WELLNESS trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Financial consulting; Financial planning for retirement

Workshops and seminars in the field of financial planning, tax planning, and investment advice; Education services, namely, providing tutorial sessions in the field of financial planning; Providing a website featuring non-downloadable articles in the field of financial planning; Providing a website featuring non-downloadable videos in the field of financial planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of booklets, magazines, and articles as well as non-downloadable educational videos all in the field of financial planning
the institute of financial wellness

General Information


Serial Number88309156
Word MarkTHE INSTITUTE OF FINANCIAL WELLNESS
Filing DateWednesday, February 20, 2019
Status700 - REGISTERED
Status DateTuesday, January 19, 2021
Registration Number6253160
Registration DateTuesday, January 19, 2021
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"INSTITUTE"
Goods and ServicesFinancial consulting; Financial planning for retirement
Goods and ServicesWorkshops and seminars in the field of financial planning, tax planning, and investment advice; Education services, namely, providing tutorial sessions in the field of financial planning; Providing a website featuring non-downloadable articles in the field of financial planning; Providing a website featuring non-downloadable videos in the field of financial planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of booklets, magazines, and articles as well as non-downloadable educational videos all in the field of financial planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 13, 2019
Primary Code036
First Use Anywhere DateThursday, November 7, 2019
First Use In Commerce DateThursday, November 7, 2019

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, March 13, 2019
Primary Code041
First Use Anywhere DateThursday, November 7, 2019
First Use In Commerce DateThursday, November 7, 2019

Trademark Owner History


Party NameThe Institute of Financial Wellness, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBoynton Beach, FL 33437

Party NameThe Institute of Financial Wellness, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBoynton Beach, FL 33437

Trademark Events


Event DateEvent Description
Tuesday, January 19, 2021EXPARTE APPEAL TERMINATED
Tuesday, January 19, 2021REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, December 15, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, December 15, 2020ASSIGNED TO LIE
Tuesday, December 15, 2020APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, December 14, 2020EX PARTE APPEAL-INSTITUTED
Monday, December 14, 2020JURISDICTION RESTORED TO EXAMINING ATTORNEY
Thursday, December 10, 2020EXPARTE APPEAL RECEIVED AT TTAB
Monday, December 7, 2020NOTICE OF REVIVAL - E-MAILED
Monday, December 7, 2020PETITION GRANTED - TTAB APPEAL FILED
Monday, November 30, 2020ASSIGNED TO PETITION STAFF
Monday, November 16, 2020EXPARTE APPEAL RECEIVED AT TTAB
Sunday, November 15, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, November 15, 2020TEAS PETITION TO REVIVE RECEIVED
Monday, September 14, 2020ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Monday, September 14, 2020ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Tuesday, March 17, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, March 17, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 17, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 17, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 17, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, March 3, 2020NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, March 3, 2020FINAL REFUSAL E-MAILED
Tuesday, March 3, 2020FINAL REFUSAL WRITTEN
Saturday, February 29, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 28, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 28, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 6, 2020ASSIGNED TO EXAMINER
Tuesday, December 3, 2019NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Monday, December 2, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, December 2, 2019NON-FINAL ACTION E-MAILED
Monday, December 2, 2019NON-FINAL ACTION WRITTEN
Monday, December 2, 2019USE AMENDMENT ACCEPTED
Friday, November 8, 2019AMENDMENT TO USE PROCESSING COMPLETE
Friday, November 8, 2019USE AMENDMENT FILED
Thursday, November 7, 2019TEAS AMENDMENT OF USE RECEIVED
Thursday, November 7, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, November 7, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, November 7, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 8, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 8, 2019NON-FINAL ACTION E-MAILED
Wednesday, May 8, 2019NON-FINAL ACTION WRITTEN
Wednesday, May 1, 2019ASSIGNED TO EXAMINER
Wednesday, March 13, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, February 23, 2019NEW APPLICATION ENTERED IN TRAM