WEALTH CREATION MATRIX Trademark

Trademark Overview

On Wednesday, July 14, 2021, a trademark application was filed for WEALTH CREATION MATRIX with the United States Patent and Trademark Office. The USPTO has given the WEALTH CREATION MATRIX trademark a serial number of 90829035. The federal status of this trademark filing is REGISTERED as of Tuesday, July 1, 2025. This trademark is owned by THE APPLIED FINANCE GROUP, LTD.. The WEALTH CREATION MATRIX trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice; Financial analyses; Financial analysis; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial planning consultation; Financial research; Financial trust planning; Financial valuations
wealth creation matrix

General Information

Serial Number90829035
Word MarkWEALTH CREATION MATRIX
Filing DateWednesday, July 14, 2021
Status700 - REGISTERED
Status DateTuesday, July 1, 2025
Registration Number7853607
Registration DateTuesday, July 1, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial advice; Financial analyses; Financial analysis; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial planning consultation; Financial research; Financial trust planning; Financial valuations
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 DateSaturday, September 18, 2021
Primary Code036
First Use Anywhere DateWednesday, June 28, 2023
First Use In Commerce DateWednesday, June 28, 2023

Trademark Owner History

Party NameTHE APPLIED FINANCE GROUP, LTD.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601
Party NameTHE APPLIED FINANCE GROUP, LTD.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601

Trademark Events

Event DateEvent Description
Saturday, July 17, 2021NEW APPLICATION ENTERED
Saturday, September 18, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 31, 2022ASSIGNED TO EXAMINER
Thursday, April 7, 2022NON-FINAL ACTION WRITTEN
Thursday, April 7, 2022NON-FINAL ACTION E-MAILED
Thursday, April 7, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 28, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, September 28, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 29, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 3, 2023FINAL REFUSAL WRITTEN
Friday, February 3, 2023FINAL REFUSAL E-MAILED
Friday, February 3, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, June 5, 2023ASSIGNED TO EXAMINER
Tuesday, June 20, 2023ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Tuesday, June 20, 2023ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Tuesday, June 20, 2023ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Thursday, June 29, 2023TEAS PETITION TO REVIVE RECEIVED
Thursday, June 29, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 29, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 4, 2023ASSIGNED TO PETITION STAFF
Friday, August 4, 2023INCOMPLETE PETITION NOTICE MAILED
Tuesday, August 8, 2023USE AMENDMENT FILED
Tuesday, August 8, 2023TEAS RESPONSE TO PETITION DEFICIENCY RECEIVED
Wednesday, August 9, 2023PETITION GRANTED - RESPONSE RECEIVED
Wednesday, August 9, 2023ASSIGNED TO LIE
Wednesday, August 9, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 9, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 9, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 9, 2023NOTICE OF REVIVAL - E-MAILED
Thursday, August 10, 2023TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, August 10, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, May 19, 2025AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, May 28, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, July 1, 2025REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, July 1, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

matrix creation wealth financial planning consultation analysis valuations trust research management consulting advice