THE WEALTHFACTOR ADVANTAGE Trademark

Trademark Overview


On Monday, August 29, 2011, a trademark application was filed for THE WEALTHFACTOR ADVANTAGE with the United States Patent and Trademark Office. The USPTO has given the THE WEALTHFACTOR ADVANTAGE trademark a serial number of 85409323. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, November 5, 2021. This trademark is owned by Strategic Planning Services, L.L.C.. The THE WEALTHFACTOR ADVANTAGE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

business succession planning

Investment advisory services; financial services, namely, wealth management services; financial planning; financial planning for retirement; life insurance counseling; executive benefits consulting services in the field of insurance and financial benefits; financial trust and estate planning and advisory services; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, and charitable giving strategies through financial and estate planning
the wealthfactor advantage

General Information


Serial Number85409323
Word MarkTHE WEALTHFACTOR ADVANTAGE
Filing DateMonday, August 29, 2011
Status800 - REGISTERED AND RENEWED
Status DateFriday, November 5, 2021
Registration Number4157004
Registration DateTuesday, June 12, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 27, 2012

Trademark Statements


Goods and Servicesbusiness succession planning
Goods and ServicesInvestment advisory services; financial services, namely, wealth management services; financial planning; financial planning for retirement; life insurance counseling; executive benefits consulting services in the field of insurance and financial benefits; financial trust and estate planning and advisory services; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, and charitable giving strategies through financial and estate planning
Pseudo MarkTHE WEALTH FACTOR ADVANTAGE

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, February 3, 2012
Primary Code035
First Use Anywhere DateThursday, August 25, 2011
First Use In Commerce DateThursday, August 25, 2011

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 2, 2011
Primary Code036
First Use Anywhere DateThursday, August 25, 2011
First Use In Commerce DateThursday, August 25, 2011

Trademark Owner History


Party NameStrategic Planning Services, L.L.C.
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressReisterstown, MD 21136

Party NameStrategic Planning Services, L.L.C.
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressReisterstown, MD 21136

Party NameStrategic Planning Services, L.L.C.
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressReisterstown, MD 21136

Trademark Events


Event DateEvent Description
Friday, November 5, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, November 5, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, November 5, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, November 5, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 22, 2021TEAS SECTION 8 & 9 RECEIVED
Saturday, June 12, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, July 31, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, July 31, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, July 31, 2017ASSIGNED TO PARALEGAL
Wednesday, June 14, 2017TEAS SECTION 8 & 15 RECEIVED
Monday, June 12, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, June 12, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, March 27, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 27, 2012PUBLISHED FOR OPPOSITION
Wednesday, March 7, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, February 22, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 22, 2012ASSIGNED TO LIE
Monday, February 6, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, February 3, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 2, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 2, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 27, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 27, 2011NON-FINAL ACTION E-MAILED
Tuesday, December 27, 2011NON-FINAL ACTION WRITTEN
Friday, December 16, 2011ASSIGNED TO EXAMINER
Saturday, September 3, 2011NOTICE OF PSEUDO MARK MAILED
Friday, September 2, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, September 1, 2011NEW APPLICATION ENTERED IN TRAM