UNDERSTANDING WEALTH Trademark

Trademark Overview

On Tuesday, December 3, 2013, a trademark application was filed for UNDERSTANDING WEALTH with the United States Patent and Trademark Office. The USPTO has given the UNDERSTANDING WEALTH trademark a serial number of 86133660. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, July 16, 2021. This trademark is owned by Business Planning Group Insurance Agency, Inc., The. The UNDERSTANDING WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning for retirement; financial retirement plan consulting services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial services, namely, wealth management services; life insurance services, namely, life insurance brokerage; insurance consulting in the field of life insurance
understanding wealth

General Information

Serial Number86133660
Word MarkUNDERSTANDING WEALTH
Filing DateTuesday, December 3, 2013
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, July 16, 2021
Registration Number4889995
Registration DateTuesday, January 19, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 25, 2014

Trademark Statements

Goods and ServicesFinancial planning for retirement; financial retirement plan consulting services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial services, namely, wealth management services; life insurance services, namely, life insurance brokerage; insurance consulting in the field of life insurance
NOT AVAILABLE"WEALTH"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, December 13, 2013
Primary Code036
First Use Anywhere DateWednesday, December 3, 2014
First Use In Commerce DateWednesday, December 3, 2014

Trademark Owner History

Party NameHR BUSINESS PLANNING GROUP ADMINISTRATORS, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWEST JORDAN, UT 84088
Party NameBusiness Planning Group Insurance Agency, Inc., The
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSouth Jordan, UT 84095
Party NameBusiness Planning Group Insurance Agency, Inc., The
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSouth Jordan, UT 84095
Party NameBusiness Planning Group Insurance Agency, Inc., The
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSouth Jordan, UT 84095

Trademark Events

Event DateEvent Description
Friday, December 6, 2013NEW APPLICATION ENTERED
Friday, December 13, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, January 27, 2014ASSIGNED TO EXAMINER
Tuesday, January 28, 2014EXAMINERS AMENDMENT -WRITTEN
Tuesday, January 28, 2014EXAMINERS AMENDMENT E-MAILED
Tuesday, January 28, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, January 28, 2014EXAMINER'S AMENDMENT ENTERED
Tuesday, January 28, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Sunday, February 16, 2014ASSIGNED TO LIE
Sunday, February 16, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 5, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 25, 2014PUBLISHED FOR OPPOSITION
Tuesday, March 25, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 20, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, November 20, 2014SOU TEAS EXTENSION RECEIVED
Thursday, November 20, 2014SOU EXTENSION 1 FILED
Thursday, November 20, 2014SOU EXTENSION 1 GRANTED
Saturday, November 22, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, May 20, 2015SOU TEAS EXTENSION RECEIVED
Thursday, June 18, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, May 20, 2015SOU EXTENSION 2 FILED
Thursday, June 18, 2015SOU EXTENSION 2 GRANTED
Friday, June 19, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, November 20, 2015TEAS STATEMENT OF USE RECEIVED
Friday, November 20, 2015USE AMENDMENT FILED
Thursday, December 10, 2015STATEMENT OF USE PROCESSING COMPLETE
Friday, December 11, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, December 12, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, January 19, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, January 19, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, February 10, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, February 11, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, June 22, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, July 9, 2021POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Thursday, July 15, 2021TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Friday, July 16, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, July 16, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, January 19, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, November 5, 2025TEAS SECTION 8 & 9 RECEIVED

Related Keywords

wealth understanding financial insurance services retirement life namely field consulting management