| Serial Number | 88066552 |
| Word Mark | THE WEALTH TOOLKIT |
| Filing Date | Monday, August 6, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 5, 2019 |
| Registration Number | 5671819 |
| Registration Date | Tuesday, February 5, 2019 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, the creation of personalized strategies to achieve financial independence and retirement; Financial administration of employee pension 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 management of employee pension plans; Financial retirement plan consulting services; Investment management; Investment management in the fields of stocks, ETFs, mutual funds, bonds, REITs, BDCs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; On-line financial planning services; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet |
| 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 | Friday, August 10, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, August 3, 2018 |
| First Use In Commerce Date | Friday, August 3, 2018 |
| Party Name | Provest Wealth Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Spartanburg, SC 29301 |
| Party Name | Provest Wealth Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Spartanburg, SC 29301 |
| Event Date | Event Description |
| Monday, February 5, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 5, 2019 | REGISTERED-SUPPLEMENTAL REGISTER |
| Thursday, January 3, 2019 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, December 17, 2018 | ASSIGNED TO LIE |
| Thursday, November 29, 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Thursday, November 29, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, November 29, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, November 29, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, November 29, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, November 25, 2018 | ASSIGNED TO EXAMINER |
| Friday, August 10, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 9, 2018 | NEW APPLICATION ENTERED |