WEALTH DESIGN PROCESS Trademark

Trademark Overview

On Thursday, August 6, 2015, a trademark application was filed for WEALTH DESIGN PROCESS with the United States Patent and Trademark Office. The USPTO has given the WEALTH DESIGN PROCESS trademark a serial number of 86717031. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, June 18, 2022. This trademark is owned by Capital Income Advisors, LLC. The WEALTH DESIGN PROCESS trademark is filed in the Insurance & Financial Services category with the following description:

Consulting services in the field of retirement planning, financial planning, investment management, financial risk management, insurance consulting
wealth design process

General Information

Serial Number86717031
Word MarkWEALTH DESIGN PROCESS
Filing DateThursday, August 6, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, June 18, 2022
Registration Number4958833
Registration DateTuesday, May 17, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 1, 2016

Trademark Statements

Goods and ServicesConsulting services in the field of retirement planning, financial planning, investment management, financial risk management, insurance consulting
Disclaimer with Predetermined Text"WEALTH" AND "PROCESS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 11, 2015
Primary Code036
First Use Anywhere DateFriday, July 17, 2015
First Use In Commerce DateFriday, July 17, 2015

Trademark Owner History

Party NameCapital Income Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92130
Party NameCapital Income Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92130
Party NameCapital Income Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92130

Trademark Events

Event DateEvent Description
Saturday, June 18, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, June 18, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, June 18, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 10, 2022TEAS SECTION 8 & 15 RECEIVED
Wednesday, August 25, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, August 25, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 25, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, May 17, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, February 13, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 13, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, May 17, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, March 1, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 1, 2016PUBLISHED FOR OPPOSITION
Wednesday, February 10, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 26, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, January 19, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 11, 2016EXAMINER'S AMENDMENT ENTERED
Monday, January 11, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, January 11, 2016EXAMINERS AMENDMENT E-MAILED
Monday, January 11, 2016EXAMINERS AMENDMENT -WRITTEN
Monday, January 11, 2016PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, January 5, 2016WITHDRAWN FROM PUB - OG REVIEW QUERY
Monday, December 21, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, December 15, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 15, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 15, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, December 14, 2015ASSIGNED TO LIE
Tuesday, December 1, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 24, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 24, 2015NON-FINAL ACTION E-MAILED
Tuesday, November 24, 2015NON-FINAL ACTION WRITTEN
Wednesday, November 18, 2015ASSIGNED TO EXAMINER
Tuesday, August 11, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM

Related Keywords

process design wealth financial management consulting planning risk insurance services investment field retirement