TRANSFORMATION WEALTH GROUP Trademark

Trademark Overview


On Friday, February 9, 2024, a trademark application was filed for TRANSFORMATION WEALTH GROUP with the United States Patent and Trademark Office. The USPTO has given the TRANSFORMATION WEALTH GROUP trademark a serial number of 98400505. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, February 9, 2024. This trademark is owned by Transformation Wealth Group, LLC. The TRANSFORMATION WEALTH GROUP trademark is filed in the Insurance & Financial Services category with the following description:

Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Business brokerage services and related consulting pertaining to procurement, buying, selling and tendering information and opportunities; Business credit verification services; Business equity research; Business finance procurement services; Business liquidation services; Business, stock option and pension valuation services; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate acco...

General Information


Serial Number98400505
Word MarkTRANSFORMATION WEALTH GROUP
Filing DateFriday, February 9, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, February 9, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesBusiness brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Business brokerage services and related consulting pertaining to procurement, buying, selling and tendering information and opportunities; Business credit verification services; Business equity research; Business finance procurement services; Business liquidation services; Business, stock option and pension valuation services; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, business fundraising for others; Financial services, namely, business fundraising provided over a computer network such as the Internet; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Financial services, namely, credit repair and restoration; Financial services, namely, debt resolution services in the nature of debt settlement and elimination; Financial services, namely, debt settlement; Financial services, namely, estate settlement services; 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, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Financial services, namely, loan default mitigation services; Financial services, namely, loss mitigation services for under- or non-performing mortgage loans; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, raising debt and equity capital for others; Financial services, namely, savings programs for youths; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, vehicle title loans; Financial services, namely, wealth management services; Financial administration of retirement plans; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, businesses, individuals, and families; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial credit rating services; Financial credit scoring services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial guarantees; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial management of employee pension plans; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, mortgage planning; Financial transaction services, namely, providing secure commercial transactions and payment options; Financial trust planning; Insurance administration; Insurance administration services, namely, assisting others with adjusting insurance claims; Insurance agencies; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Insurance carrier services; Insurance claims administration; Insurance claims processing; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Insurance risk management; Insurance services, namely, providing independent scoring service related to existing medical services in a specific geographic region for insurance evaluation purposes; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, writing property and casualty insurance; Insurance subrogation; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Accident insurance underwriting; Accident insurance underwriting services; Administration of employee welfare benefit plans concerning insurance and finance; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Assessing insurance claims; Business liquidation services, financial; Claims administration services in the field of health insurance; College consulting services, namely, assisting students in applying for scholarships and financial aid; College counseling services, namely, assisting students in applying for scholarships and financial aid; Consultancy services relating to insurance; Consulting and information concerning insurance; Dental health insurance administration; Dental health insurance underwriting and administration; Development of insurance policies for others; Financial advice relating to tax; Financial advice relating to income tax; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance; Health insurance underwriting; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; Life insurance brokerage; Life insurance underwriting; Medical insurance underwriting; On-line financial planning services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial assessment services to businesses, individuals, and families; Providing financial consultation services to businesses, individuals, and families; Providing financial information services to businesses, individuals, and families; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing insurance information; Providing an internet website portal in the field of financial transaction and payment processing services; Providing information about healthcare insurance plans; Providing information in insurance matters; Providing information in the field of estate planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Real estate services, namely, tax appraisals; Real estate title insurance underwriting services; Strategic financial advisory services; Strategic corporate financial advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 102, 101
Class Status Code6 - Active
Class Status DateFriday, February 9, 2024
Primary Code036
First Use Anywhere DateMonday, April 27, 2020
First Use In Commerce DateTuesday, December 8, 2020

Trademark Owner History


Party NameTransformation Wealth Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHavertown, PA 19083

Trademark Events


Event DateEvent Description
Friday, February 9, 2024NEW APPLICATION ENTERED