TRANSITIONAL WEALTH STRATEGIES Trademark

Trademark Overview

On Tuesday, June 11, 2013, a trademark application was filed for TRANSITIONAL WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the TRANSITIONAL WEALTH STRATEGIES trademark a serial number of 85956824. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, May 20, 2024. The TRANSITIONAL WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services
transitional wealth strategies

General Information

Serial Number85956824
Word MarkTRANSITIONAL WEALTH STRATEGIES
Filing DateTuesday, June 11, 2013
Status800 - REGISTERED AND RENEWED
Status DateMonday, May 20, 2024
Registration Number4484229
Registration DateTuesday, February 18, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 3, 2013

Trademark Statements

Goods and ServicesFinancial planning and investment advisory services
NOT AVAILABLE"WEALTH STRATEGIES"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 20, 2013
Primary Code036
First Use Anywhere DateSunday, February 17, 2013
First Use In Commerce DateSunday, March 10, 2013

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressSoquel, CA 95073
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressMill Valley, CA 94941
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressMill Valley, CA 94941

Trademark Events

Event DateEvent Description
Thursday, June 20, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, September 21, 2013ASSIGNED TO EXAMINER
Thursday, October 3, 2013NON-FINAL ACTION WRITTEN
Monday, October 7, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 7, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 8, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 28, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, June 14, 2013NEW APPLICATION ENTERED
Thursday, October 3, 2013NON-FINAL ACTION E-MAILED
Thursday, October 3, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, October 9, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, October 25, 2013ASSIGNED TO LIE
Wednesday, November 13, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 3, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 18, 2014REGISTERED-PRINCIPAL REGISTER
Monday, February 18, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, July 31, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 3, 2013PUBLISHED FOR OPPOSITION
Wednesday, July 17, 2019TEAS SECTION 8 RECEIVED
Wednesday, July 17, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, July 31, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED
Wednesday, July 31, 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, February 18, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, February 6, 2024TEAS SECTION 8 & 9 RECEIVED
Monday, May 20, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, May 20, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, May 20, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, May 20, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Related Keywords

strategies wealth transitional services advisory investment planning financial