WEALTH MANAGED PERSONALLY Trademark
Trademark Overview
On Thursday, September 27, 2018, a trademark application was filed for WEALTH MANAGED PERSONALLY with the United States Patent and Trademark Office. The USPTO has given the WEALTH MANAGED PERSONALLY trademark a serial number of 88135287. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Thursday, February 20, 2020. This trademark is owned by Morton Capital Management, LLC. The WEALTH MANAGED PERSONALLY trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
investment banking services; financial services, namely, wealth management services; financial planning; financial advice, namely, budget planning; financial portfolio management
providing on-line newsletters in the field of financial services and wealth management
General Information
| Serial Number | 88135287 |
| Word Mark | WEALTH MANAGED PERSONALLY |
| Filing Date | Thursday, September 27, 2018 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Thursday, February 20, 2020 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | investment banking services; financial services, namely, wealth management services; financial planning; financial advice, namely, budget planning; financial portfolio management |
| Goods and Services | providing on-line newsletters in the field of financial services and wealth management |
Classification Information
| 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, October 5, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 5, 2018 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Morton Capital Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Calabasas, CA 91301 |
Trademark Events
| Event Date | Event Description |
| Thursday, February 20, 2020 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Thursday, February 20, 2020 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Thursday, August 1, 2019 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, August 1, 2019 | FINAL REFUSAL E-MAILED |
| Thursday, August 1, 2019 | FINAL REFUSAL WRITTEN |
| Thursday, July 11, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 11, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 11, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 11, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 11, 2019 | NON-FINAL ACTION E-MAILED |
| Friday, January 11, 2019 | NON-FINAL ACTION WRITTEN |
| Wednesday, January 9, 2019 | ASSIGNED TO EXAMINER |
| Friday, October 5, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, October 1, 2018 | NEW APPLICATION ENTERED IN TRAM |
