THE PURPOSEFUL MANAGEMENT OF WEALTH Trademark
Trademark Overview
On Wednesday, December 13, 2017, a trademark application was filed for THE PURPOSEFUL MANAGEMENT OF WEALTH with the United States Patent and Trademark Office. The USPTO has given the THE PURPOSEFUL MANAGEMENT OF WEALTH trademark a serial number of 87718995. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, December 21, 2024. This trademark is owned by ROBERT W. BAIRD & CO. INCORPORATED. The THE PURPOSEFUL MANAGEMENT OF WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services which align investment assets with personal values and interests
General Information
| Serial Number | 87718995 |
| Word Mark | THE PURPOSEFUL MANAGEMENT OF WEALTH |
| Filing Date | Wednesday, December 13, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, December 21, 2024 |
| Registration Number | 5524026 |
| Registration Date | Tuesday, July 24, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 8, 2018 |
Trademark Statements
| Goods and Services | Financial advisory and consultancy services which align investment assets with personal values and interests |
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 | Saturday, December 23, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 28, 2011 |
| First Use In Commerce Date | Monday, February 28, 2011 |
Trademark Owner History
| Party Name | ROBERT W. BAIRD & CO. INCORPORATED |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | MILWAUKEE, WI 53202 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | St. Paul, MN 55105 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | St. Paul, MN 55105 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | St. Paul, MN 55105 |
Trademark Events
| Event Date | Event Description |
| Saturday, December 16, 2017 | NEW APPLICATION ENTERED |
| Saturday, December 23, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 24, 2018 | ASSIGNED TO EXAMINER |
| Friday, March 30, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 18, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 8, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 8, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 24, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Friday, June 5, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 23, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
| Monday, July 24, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, July 22, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, July 26, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, December 20, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, December 21, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, December 21, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
