| Serial Number | 98451138 |
| Word Mark | W |
| Filing Date | Friday, March 15, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 28, 2025 |
| Registration Number | 7668019 |
| Registration Date | Tuesday, January 28, 2025 |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, December 10, 2024 |
| Description of Mark | The mark consists of a stylized "W". |
| Goods and Services | Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, financial risk management, advice on finance during retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, financial risk management, financial planning for retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of financial risk management, retirement, and wealth management; Investment advisory services; Investment consultation in the fields of financial risk management, retirement, and wealth management; Wealth management, investment risk management, and investment management in the field of retirement; Providing financial assessment services to corporate executives, families, healthcare professionals, retirees, and sudden wealth individuals; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 | Friday, September 27, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 4, 2024 |
| First Use In Commerce Date | Tuesday, June 4, 2024 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Fort Lauderdale, FL 33308 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Fort Lauderdale, FL 33306 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Fort Lauderdale, FL 33306 |
| Event Date | Event Description |
| Sunday, March 17, 2024 | NEW APPLICATION ENTERED |
| Thursday, August 8, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 27, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, September 27, 2024 | REMOVED FROM TEAS PLUS |
| Wednesday, September 25, 2024 | ASSIGNED TO EXAMINER |
| Friday, September 27, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, September 27, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, October 14, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 14, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, October 14, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, October 14, 2024 | TEAS AMENDMENT OF USE RECEIVED |
| Monday, October 14, 2024 | USE AMENDMENT FILED |
| Monday, October 14, 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
| Wednesday, November 13, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 13, 2024 | USE AMENDMENT ACCEPTED |
| Wednesday, December 4, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 10, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 10, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 28, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 28, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, February 21, 2025 | WITHDRAWAL OF ATTORNEY GRANTED |
| Friday, February 21, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| Wednesday, September 24, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, September 24, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, September 24, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |