WEALTH | INVESTMENTS | PLANNING Trademark

Trademark Overview

On Tuesday, April 10, 2018, a trademark application was filed for WEALTH | INVESTMENTS | PLANNING with the United States Patent and Trademark Office. The USPTO has given the WEALTH | INVESTMENTS | PLANNING trademark a serial number of 87870175. The federal status of this trademark filing is REGISTERED as of Tuesday, April 16, 2019. This trademark is owned by Commerce Bancshares, Inc.. The WEALTH | INVESTMENTS | PLANNING trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Business management consulting and advisory services, namely, providing foundation advisory services; Tax advisory services; Tax consultation; Tax and taxation planning, advice, information and consultancy services; Trust administration services, namely, business administration of estates

Investment advisory services; Investment banking services; Investment management; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial planning services; Trust and Estate services, namely, investment and trust company services; Banking services; Private banking services; Financial retirement plan consulting services; Financial planning for retirement; Estate planning; Cash management services, namely, optimizing investment return on assets by leveraging cash flow, liquidity and lines of credit; Financial advisory and consultancy services, namely, providing investment and financial planning, advice, and strategy services for college education savings; Financial consulting; Financial risk management consultation; Financial trust administration services, namely, estate administration; Financial a...
wealth | investments | planning

General Information

Serial Number87870175
Word MarkWEALTH | INVESTMENTS | PLANNING
Filing DateTuesday, April 10, 2018
Status700 - REGISTERED
Status DateTuesday, April 16, 2019
Registration Number5730159
Registration DateTuesday, April 16, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Disclaimer with Predetermined Text"INVESTMENTS" AND "PLANNING"
Goods and ServicesBusiness management consulting and advisory services, namely, providing foundation advisory services; Tax advisory services; Tax consultation; Tax and taxation planning, advice, information and consultancy services; Trust administration services, namely, business administration of estates
Goods and ServicesInvestment advisory services; Investment banking services; Investment management; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial planning services; Trust and Estate services, namely, investment and trust company services; Banking services; Private banking services; Financial retirement plan consulting services; Financial planning for retirement; Estate planning; Cash management services, namely, optimizing investment return on assets by leveraging cash flow, liquidity and lines of credit; Financial advisory and consultancy services, namely, providing investment and financial planning, advice, and strategy services for college education savings; Financial consulting; Financial risk management consultation; Financial trust administration services, namely, estate administration; Financial asset management

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 18, 2018
Primary Code035
First Use Anywhere DateFriday, March 17, 2017
First Use In Commerce DateFriday, July 7, 2017
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 18, 2018
Primary Code036
First Use Anywhere DateFriday, March 17, 2017
First Use In Commerce DateFriday, May 5, 2017

Trademark Owner History

Party NameCommerce Bancshares, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressKansas City, MO 64106
Party NameCommerce Bancshares, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressKansas City, MO 64106

Trademark Events

Event DateEvent Description
Tuesday, April 16, 2019REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, March 12, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, March 8, 2019ASSIGNED TO LIE
Friday, February 15, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, January 31, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 30, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 30, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, August 2, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, August 2, 2018NON-FINAL ACTION E-MAILED
Thursday, August 2, 2018NON-FINAL ACTION WRITTEN
Monday, July 30, 2018ASSIGNED TO EXAMINER
Wednesday, April 18, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, April 13, 2018NEW APPLICATION ENTERED IN TRAM

Related Keywords

planning investments wealth services financial investment namely advisory management administration trust estate