TRUSTED FAMILY ADVISOR Trademark

Trademark Overview

On Thursday, September 12, 2024, a trademark application was filed for TRUSTED FAMILY ADVISOR with the United States Patent and Trademark Office. The USPTO has given the TRUSTED FAMILY ADVISOR trademark a serial number of 98748092. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, June 17, 2025. This trademark is owned by Institute for Preparing Heirs, LLC. The TRUSTED FAMILY ADVISOR trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Business training in the field of wealth transition; Conducting workshops and seminars in the field of wealth transition; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth transition; Education services, namely, providing seminars and workshops in the field of wealth transition; Educational services, namely, conducting programs in the field of wealth transition; Educational services, namely, conducting seminars and workshops in the field of wealth transition; Educational services, namely, providing continuing professional education courses in the field of wealth transition; Educational services, namely, providing educational speakers in the field of wealth transition

Financial services, namely, wealth management services

Business advisory services in the field of wealth transition; Business management consultation in the field of wealth transition
trusted family advisor

General Information

Serial Number98748092
Word MarkTRUSTED FAMILY ADVISOR
Filing DateThursday, September 12, 2024
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateTuesday, June 17, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesBusiness training in the field of wealth transition; Conducting workshops and seminars in the field of wealth transition; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth transition; Education services, namely, providing seminars and workshops in the field of wealth transition; Educational services, namely, conducting programs in the field of wealth transition; Educational services, namely, conducting seminars and workshops in the field of wealth transition; Educational services, namely, providing continuing professional education courses in the field of wealth transition; Educational services, namely, providing educational speakers in the field of wealth transition
Goods and ServicesFinancial services, namely, wealth management services
Goods and ServicesBusiness advisory services in the field of wealth transition; Business management consultation in the field of wealth transition
NOT AVAILABLEFAMILY ADVISOR

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 12, 2024
Primary Code035
First Use Anywhere DateTuesday, September 2, 2014
First Use In Commerce DateTuesday, September 2, 2014
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 12, 2024
Primary Code036
First Use Anywhere DateTuesday, September 2, 2014
First Use In Commerce DateTuesday, September 2, 2014
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, September 12, 2024
Primary Code041
First Use Anywhere DateTuesday, September 2, 2014
First Use In Commerce DateTuesday, September 2, 2014

Trademark Owner History

Party NameInstitute for Preparing Heirs, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPasadena, CA 91106

Trademark Events

Event DateEvent Description
Thursday, September 12, 2024NEW APPLICATION ENTERED
Thursday, September 12, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 13, 2025ASSIGNED TO EXAMINER
Tuesday, March 18, 2025NON-FINAL ACTION WRITTEN
Tuesday, March 18, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 18, 2025NON-FINAL ACTION E-MAILED
Tuesday, June 17, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 17, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 17, 2025TEAS/EMAIL CORRESPONDENCE ENTERED

Related Keywords

advisor family trusted wealth field transition services namely educational education seminars providing conducting