THE PH.D. IN MONEY Trademark
Trademark Overview
On Tuesday, March 18, 2025, a trademark application was filed for THE PH.D. IN MONEY with the United States Patent and Trademark Office. The USPTO has given the THE PH.D. IN MONEY trademark a serial number of 99090328. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, March 18, 2025. This trademark is owned by C. W. Copeland & Associates, LLC. The THE PH.D. IN MONEY trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management of employee pension plans; Financial planning, namely, legacy planning and wealth management services; Financial retirement plan consulting services; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing information in the field of financial planning; Providing information in the field of employee financial benefit plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial administration of employee pension plans; Providing information in the field of financial planning fo...
General Information
| Serial Number | 99090328 |
| Word Mark | THE PH.D. IN MONEY |
| Filing Date | Tuesday, March 18, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, March 18, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management of employee pension plans; Financial planning, namely, legacy planning and wealth management services; Financial retirement plan consulting services; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing information in the field of financial planning; Providing information in the field of employee financial benefit plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial administration of employee pension plans; Providing information in the field of financial planning for insurance assessment, formation and management services; Insurance consulting in the field of insurance assessment insurance; Insurance information and consultancy; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Consulting and information concerning insurance; Providing insurance information; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment advisory services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advice; Advice relating to investments; Real estate investment consultancy; Investment management; Financial services in the nature of providing an investment option available for life insurance products |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 18, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, August 5, 2012 |
| First Use In Commerce Date | Sunday, August 5, 2012 |
Trademark Owner History
| Party Name | C. W. Copeland & Associates, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30313 |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, March 18, 2025 | NEW APPLICATION ENTERED |
