TRIAGE WEALTH PLANNING SYSTEM Trademark
Trademark Overview
On Tuesday, October 24, 2023, a trademark application was filed for TRIAGE WEALTH PLANNING SYSTEM with the United States Patent and Trademark Office. The USPTO has given the TRIAGE WEALTH PLANNING SYSTEM trademark a serial number of 98237145. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, December 11, 2024. The TRIAGE WEALTH PLANNING SYSTEM trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
financial planning; financial planning consultation; financial planning for retirement; financial asset management; investment consultation and advice; investment management
tax advisory services; tax consulting services
General Information
| Serial Number | 98237145 |
| Word Mark | TRIAGE WEALTH PLANNING SYSTEM |
| Filing Date | Tuesday, October 24, 2023 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, December 11, 2024 |
| Registration Number | 0000000 |
| Registration Date | Tuesday, December 31, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | financial planning; financial planning consultation; financial planning for retirement; financial asset management; investment consultation and advice; investment management |
| Goods and Services | tax advisory services; tax consulting services |
| NOT AVAILABLE | "WEALTH PLANNING SYSTEM" |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, October 30, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, November 30, 2023 |
| First Use In Commerce Date | Thursday, November 30, 2023 |
| 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 | Monday, October 30, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 30, 2023 |
| First Use In Commerce Date | Thursday, November 30, 2023 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | St. Petersburg, FL 33703 |
Trademark Events
| Event Date | Event Description |
| Friday, October 27, 2023 | NEW APPLICATION ENTERED |
| Thursday, June 6, 2024 | ASSIGNED TO EXAMINER |
| Thursday, June 13, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 13, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 4, 2024 | TEAS AMENDMENT OF USE RECEIVED |
| Wednesday, September 4, 2024 | USE AMENDMENT FILED |
| Wednesday, September 4, 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, September 5, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, November 14, 2024 | ASSIGNED TO LIE |
| Friday, November 15, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 15, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 3, 2024 | USE AMENDMENT ACCEPTED |
| Friday, December 6, 2024 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Thursday, June 13, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, October 30, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
