TOTAL WEALTH MANAGEMENT Trademark

Trademark Overview

On Tuesday, February 19, 2019, a trademark application was filed for TOTAL WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the TOTAL WEALTH MANAGEMENT trademark a serial number of 88307187. The federal status of this trademark filing is REGISTERED as of Tuesday, June 15, 2021. This trademark is owned by Tanglewood Wealth Management, Inc.. The TOTAL WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial investment services, namely, management in the field of both U.S. and international stocks, bonds, equities, securities, mutual funds, real estate portfolios, exchange traded funds (ETFS), and commodities; Financial services, namely, wealth planning services; investment management; Financial investment planning services; estate planning; Financial planning for retirement; tax planning services; Financial consulting services for charitable giving; Financial planning for college; Trust services, namely, trust company services
total wealth management

General Information

Serial Number88307187
Word MarkTOTAL WEALTH MANAGEMENT
Filing DateTuesday, February 19, 2019
Status700 - REGISTERED
Status DateTuesday, June 15, 2021
Registration Number6383207
Registration DateTuesday, June 15, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 30, 2021

Trademark Statements

Disclaimer with Predetermined Text"WEALTH MANAGEMENT"
Goods and ServicesFinancial investment services, namely, management in the field of both U.S. and international stocks, bonds, equities, securities, mutual funds, real estate portfolios, exchange traded funds (ETFS), and commodities; Financial services, namely, wealth planning services; investment management; Financial investment planning services; estate planning; Financial planning for retirement; tax planning services; Financial consulting services for charitable giving; Financial planning for college; Trust services, namely, trust company services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 11, 2019
Primary Code036
First Use Anywhere DateFriday, February 24, 2017
First Use In Commerce DateFriday, February 24, 2017

Trademark Owner History

Party NameTanglewood Wealth Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressHouston, TX 77056
Party NameTanglewood Wealth Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressHouston, TX 77056
Party NameTanglewood Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressHouston, TX 77056

Trademark Events

Event DateEvent Description
Tuesday, June 15, 2021REGISTERED-PRINCIPAL REGISTER
Tuesday, March 30, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 30, 2021PUBLISHED FOR OPPOSITION
Wednesday, March 10, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, February 22, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, February 1, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 1, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 1, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, December 4, 2020NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, December 4, 2020LETTER OF SUSPENSION E-MAILED
Friday, December 4, 2020SUSPENSION LETTER WRITTEN
Saturday, November 21, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, November 21, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, November 21, 2020TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, October 12, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, October 12, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 12, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 12, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 12, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, May 26, 2020NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, May 26, 2020FINAL REFUSAL E-MAILED
Tuesday, May 26, 2020FINAL REFUSAL WRITTEN
Wednesday, November 20, 2019NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, November 20, 2019LETTER OF SUSPENSION E-MAILED
Wednesday, November 20, 2019SUSPENSION LETTER WRITTEN
Thursday, November 7, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 6, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 6, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, May 6, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, May 6, 2019NON-FINAL ACTION E-MAILED
Monday, May 6, 2019NON-FINAL ACTION WRITTEN
Tuesday, April 30, 2019ASSIGNED TO EXAMINER
Monday, March 11, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, February 22, 2019NEW APPLICATION ENTERED IN TRAM

Related Keywords

management wealth total services planning financial namely investment estate funds trust commodities