WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS Trademark

Trademark Overview

On Friday, August 26, 2016, a trademark application was filed for WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS with the United States Patent and Trademark Office. The USPTO has given the WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS trademark a serial number of 87152097. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, February 28, 2023. This trademark is owned by Fiduciary Trust Company. The WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial planning, research and advisory services; estate planning, trust and estate management, administration and settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, trust and estate planning, investment consultation, advisory and management, tax planning and advisory services, and financial philanthropic gift planning
wealth is more than the accumulation of assets

General Information

Serial Number87152097
Word MarkWEALTH IS MORE THAN THE ACCUMULATION OF ASSETS
Filing DateFriday, August 26, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, February 28, 2023
Registration Number5238281
Registration DateTuesday, July 4, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 24, 2017

Trademark Statements

Goods and ServicesFinancial services, namely, financial planning, research and advisory services; estate planning, trust and estate management, administration and settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, trust and estate planning, investment consultation, advisory and management, tax planning and advisory services, and financial philanthropic gift planning

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 31, 2016
Primary Code036
First Use Anywhere DateTuesday, September 6, 2016
First Use In Commerce DateTuesday, September 6, 2016

Trademark Owner History

Party NameFiduciary Trust Company
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBoston, MA 02109
Party NameFiduciary Trust Company
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBoston, MA 02110
Party NameFiduciary Trust Company
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBoston, MA 02110

Trademark Events

Event DateEvent Description
Tuesday, February 28, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, February 28, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, February 28, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, August 11, 2022TEAS SECTION 8 & 15 RECEIVED
Thursday, July 28, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, July 28, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, July 28, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 28, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 28, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, July 4, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, July 23, 2020REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Friday, June 5, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 4, 2017REGISTERED-PRINCIPAL REGISTER
Saturday, May 27, 2017NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, May 26, 2017ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, May 11, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 11, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 2, 2017ASSIGNED TO LIE
Thursday, April 13, 2017STATEMENT OF USE PROCESSING COMPLETE
Friday, March 31, 2017USE AMENDMENT FILED
Thursday, April 13, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, March 31, 2017TEAS STATEMENT OF USE RECEIVED
Tuesday, March 21, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, January 24, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 24, 2017PUBLISHED FOR OPPOSITION
Wednesday, January 4, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, December 9, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, December 9, 2016EXAMINER'S AMENDMENT ENTERED
Friday, December 9, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, December 9, 2016EXAMINERS AMENDMENT E-MAILED
Friday, December 9, 2016EXAMINERS AMENDMENT -WRITTEN
Tuesday, December 6, 2016ASSIGNED TO EXAMINER
Wednesday, August 31, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, August 30, 2016NEW APPLICATION ENTERED

Related Keywords

assets accumulation than more wealth services financial planning management advisory namely consultation estate investment trust