UNCOMPROMISED WEALTH MANAGEMENT Trademark

Trademark Overview


On Monday, July 17, 2023, a trademark application was filed for UNCOMPROMISED WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the UNCOMPROMISED WEALTH MANAGEMENT trademark a serial number of 98088770. The federal status of this trademark filing is REGISTERED as of Tuesday, October 22, 2024. This trademark is owned by Allworth Financial, L.P.. The UNCOMPROMISED WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Educational services, namely, providing seminars, online non-downloadable webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, providing a continuing podcast about retirement planning, financial planning, financial information, investments, and money management accessible by radio, satellite, audio, video and computer networks and digital platforms; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management

Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning

Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping

Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information and for providing financial assessments, planning, and management tools
uncompromised wealth management

General Information


Serial Number98088770
Word MarkUNCOMPROMISED WEALTH MANAGEMENT
Filing DateMonday, July 17, 2023
Status700 - REGISTERED
Status DateTuesday, October 22, 2024
Registration Number7546209
Registration DateTuesday, October 22, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 30, 2024

Trademark Statements


Goods and ServicesEducational services, namely, providing seminars, online non-downloadable webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, providing a continuing podcast about retirement planning, financial planning, financial information, investments, and money management accessible by radio, satellite, audio, video and computer networks and digital platforms; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management
Goods and ServicesFinancial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning
Goods and ServicesTax planning, advice, information, and consultancy services; Accounting services; Bookkeeping
NOT AVAILABLE"WEALTH MANAGEMENT"
Goods and ServicesProviding temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information and for providing financial assessments, planning, and management tools

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 16, 2023
Primary Code035
First Use Anywhere DateMonday, July 17, 2023
First Use In Commerce DateMonday, July 17, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 16, 2023
Primary Code036
First Use Anywhere DateMonday, July 17, 2023
First Use In Commerce DateMonday, July 17, 2023

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, August 16, 2023
Primary Code041
First Use Anywhere DateMonday, July 17, 2023
First Use In Commerce DateMonday, July 17, 2023

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, August 16, 2023
Primary Code042
First Use Anywhere DateMonday, July 17, 2023
First Use In Commerce DateMonday, July 17, 2023

Trademark Owner History


Party NameAllworth Financial, L.P.
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressFolsom, CA 95630

Party NameAllworth Financial, L.P.
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressFolsom, CA 95630

Party NameAllworth Financial, L.P.
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressFolsom, CA 95630

Trademark Events


Event DateEvent Description
Thursday, July 20, 2023NEW APPLICATION ENTERED
Wednesday, August 16, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, March 22, 2024ASSIGNED TO EXAMINER
Tuesday, March 26, 2024EXAMINERS AMENDMENT -WRITTEN
Tuesday, March 26, 2024EXAMINERS AMENDMENT E-MAILED
Tuesday, March 26, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, March 26, 2024EXAMINER'S AMENDMENT ENTERED
Wednesday, April 10, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 30, 2024PUBLISHED FOR OPPOSITION
Tuesday, March 26, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 30, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 25, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, June 27, 2024USE AMENDMENT FILED
Thursday, June 27, 2024TEAS STATEMENT OF USE RECEIVED
Thursday, August 22, 2024STATEMENT OF USE PROCESSING COMPLETE
Thursday, August 22, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, September 13, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, September 13, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, October 22, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, October 22, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED