THE WEALTH & BEYOND PROGRAM Trademark

Trademark Overview

On Friday, December 20, 2002, a trademark application was filed for THE WEALTH & BEYOND PROGRAM with the United States Patent and Trademark Office. The USPTO has given the THE WEALTH & BEYOND PROGRAM trademark a serial number of 76479083. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, September 16, 2024. This trademark is owned by FOORD, VAN BRUGGEN & EBERSOLE. The THE WEALTH & BEYOND PROGRAM trademark is filed in the Insurance & Financial Services category with the following description:

comprehensive financial planning
the wealth & beyond program

General Information

Serial Number76479083
Word MarkTHE WEALTH & BEYOND PROGRAM
Filing DateFriday, December 20, 2002
Status800 - REGISTERED AND RENEWED
Status DateMonday, September 16, 2024
Registration Number2812501
Registration DateTuesday, February 10, 2004
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 18, 2003

Trademark Statements

Pseudo MarkTHE WEALTH AND BEYOND PROGRAM
Goods and Servicescomprehensive financial planning
NOT AVAILABLE"PROGRAM"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 13, 2003
Primary Code036
First Use Anywhere DateWednesday, March 1, 2000
First Use In Commerce DateWednesday, March 1, 2000

Trademark Owner History

Party NameFOCUS PARTNERS WEALTH, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEW YORK, NY 10022-6220
Party NameHoyleCohen, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10022
Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressSACRAMENTO, CA 95825
Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressSACRAMENTO, CA 95825
Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressSACRAMENTO, CA 95825
Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressSACRAMENTO, CA 95825
Party NameFOORD, VAN BRUGGEN & EBERSOLE
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSACRAMENTO, CA 95825
Party NameFOORD, VAN BRUGGEN & EBERSOLE
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSACRAMENTO, CA 95825
Party NameFOORD, VAN BRUGGEN & EBERSOLE
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSACRAMENTO, CA 95825

Trademark Events

Event DateEvent Description
Friday, May 16, 2003ASSIGNED TO EXAMINER
Tuesday, May 27, 2003NON-FINAL ACTION MAILED
Monday, August 11, 2003PAPER RECEIVED
Monday, August 11, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, September 7, 2003CASE FILE IN TICRS
Sunday, September 21, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 29, 2003NOTICE OF PUBLICATION
Tuesday, November 18, 2003PUBLISHED FOR OPPOSITION
Tuesday, February 10, 2004REGISTERED-PRINCIPAL REGISTER
Wednesday, August 5, 2009TEAS SECTION 8 RECEIVED
Monday, August 10, 2009ASSIGNED TO PARALEGAL
Saturday, August 29, 2009REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, June 20, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 20, 2013TEAS SECTION 8 & 9 RECEIVED
Friday, June 21, 2013REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, June 21, 2013REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, June 21, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, April 1, 2015AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 16, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, December 7, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 19, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, August 8, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, February 10, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, October 26, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, March 23, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, March 23, 2024POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Thursday, September 5, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 5, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 5, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 11, 2024TEAS SECTION 15 RECEIVED
Wednesday, September 11, 2024TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Monday, September 16, 2024REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Monday, September 16, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, September 16, 2024REGISTERED - SEC. 15 ACKNOWLEDGED
Monday, September 16, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, September 16, 2024SEC. 15 ACKNOWLEDGEMENT - E-MAILED
Wednesday, October 2, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, January 29, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

program beyond wealth planning financial comprehensive